Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 (Should It Happen)

The impact of a Trump victory next Tuesday is seen as greater as the impact of a Harris victory. What this means for markets and the economy (2:11);

What if Trump doesn't win? That has become the contrarian take (3:45);

How it all might affect Mexico, the US' largest trading partner (5:40);

The US-Canada-Mexico free trade agreement is up for review next year. Expect more concessions from Mexico regardless of who's in the White House (and Congress) (12:22);

However the outlook is not all bad for all Mexican securities... (15:40);

Concerns Trump will try to limit the Federal Reserve's independence (19:38);

Don't overlook the possibility of a recession early in the next president's term (25:44);

Trump victory may lead to more mergers and acquisitions (26:50).