We’ve had a very busy start to the year and the excitement is likely to continue with the focus on Donald Trump’s inauguration on Monday 20th January. In this episode, we outline what policy announcements to expect in the early part of Trump’s second term, and how Asian economies may respond. In Europe we will be digging into recent UK market volatility and prospects for the labour market. And last but certainly not least, we preview the Bank of Japan decision, where we expect a 25bp hike. Chapters: Markets (01:08) US (02:11), Asia (09:31), Europe (12:56), Japan (18:04).
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