What will happen to markets in 2025?

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Feb 10, 2025

Katie Martin, a seasoned markets columnist for the Financial Times and the host of the Unhedged podcast, shares her insights on the impending market shifts as Trump potentially reshapes tariffs. She discusses navigating inflation, the challenges posed by China in the AI sector, and the disconnect between financial markets and everyday life. As viewers prepare for possible economic turbulence, Katie emphasizes wise investing strategies and explores the potential economic opportunities in post-conflict Ukraine, weaving in humor with a debate on kitchen gadgets.

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INSIGHT

Market Volatility Due to Trump

Global markets face choppy times due to Donald Trump's unpredictable policies, particularly trade tariffs.
These policies create uncertainty for investors of all levels, impacting stocks, bonds, and currencies.

ANECDOTE

DeepSeek Challenges US Tech

The emergence of DeepSeek, a Chinese AI rival to ChatGPT, challenges US tech dominance.
DeepSeek is cheaper, energy-efficient, and performs well, disrupting the narrative of American exceptionalism.

INSIGHT

Trump's Conflicting Priorities

Trump measures his success by stock market performance, creating a conflict with potentially market-damaging policies like tariffs.
While deregulation and tax cuts boost markets, tariffs risk inflation, a key issue that got him elected.

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What will the next year bring for global markets? What impact will Donald Trump’s tariffs have? Will inflation rise? Katie Martin is a markets columnist for the FT and host of the Unhedged podcast. We often discuss how long-term investors must be prepared to weather economic cycles. If you haven’t experienced a market crash yet, Katie believes this year might put your resilience to the test.

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