Bloomberg Surveillance Analysis of US CPI and Trump's Cabinet Appointees
Nov 13, 2024
Jim Caron, CIO at Morgan Stanley, discusses the market's response to the recent CPI and inflation under a potential second Trump term. Alicia Munnell, a retirement expert from Boston College, delves into the shortcomings of the U.S. retirement system, highlighting the struggles faced by those lacking employer-sponsored plans. David Salem from Hedgeye raises alarms about inflation's economic impacts and provides valuable insights on investment strategies in a shifting landscape. Together, they explore the intricate ties between politics, economics, and retirement policies.
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Defining Success in Ukraine
- Defining success in Ukraine is crucial, especially regarding territorial integrity.
- A negotiated settlement is inevitable as full military victory is unlikely.
Trump's Stance on Ukraine
- President-elect Trump's stance on Ukraine negotiations remains uncertain.
- U.S. and European background policies will significantly influence the negotiation process.
Transitioning to Governance
- Entering the executive branch changes perspectives, demanding a focus on implementation.
- Most of Trump's appointees lack policy implementation experience, posing potential challenges.