Bloomberg Businessweek Inauguration Day Special Part 2
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Jan 21, 2025 Join Monica Guerra, a Policy Analyst at Morgan Stanley, who sheds light on the economic implications of new policies. Henrietta Treyz, Managing Partner at Veda Partners, shares insights on how executive orders affect investors and industries. Stefan Selig, former Undersecretary of Commerce, provides a unique perspective on trade policies and their market reactions. The conversation navigates immigration reforms, tax cut discussions, and the complex relationships between politics, money, and economic disparities in a vibrant political landscape.
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Immigration Policy's Economic Impact
- President Trump's initial focus on immigration could have a lagged economic impact over five years due to demographic factors.
- However, deregulatory policies offer more immediate economic implications.
Trump's Inaugural Address Priorities
- President Trump's inaugural address prioritized immigration, tariffs, and symbolic actions like affirming binary gender.
- These actions appeal to his base, but policy changes require Congressional action.
Corporate America and Trump's Policies
- Corporate America will grapple with policies like the two-gender affirmation.
- Companies like Morgan Stanley must consider the broader implications.