The Rest Is Politics: US 68. Trump's Market Chaos - The Mooch’s View From Wall Street
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Mar 11, 2025 Explore the stormy waters of the U.S. economy, influenced by Trump's policies and rising market chaos. Delve into the tensions between Canada and the U.S. as a new Prime Minister takes a bold stance. Discover how immigration and costly goods are reshaping labor markets. The hosts tackle the ambitious transformations Trump aims for and reflect on the complex landscape of public perception. Finally, gain insights into the defensive strategies nations might adopt amidst geopolitical tensions, emphasizing the need for unity among Western allies.
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Two Views on Trump's Market Strategy
- Some Wall Streeters believe Trump's market disruptions pressure the Fed to cut rates, leading to a market surge.
- Others worry about the negative impact of tariffs on the integrated global market, leading to a risk-off position.
US Trade Position Weakening
- The US may lose its superior position in trade deals due to Trump's actions.
- Future presidents will face weaker negotiating positions when re-entering agreements.
Trump's Economic Ideology
- Trump's softening the public to a potential recession, a rare ideological move.
- He aims for a self-sufficient US economy despite potential economic pain.