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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.
50:09
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Quick takeaways
- The second Trump administration could reshape foreign policy, specifically affecting U.S. stances on conflicts like Ukraine and international negotiations.
- Economic indicators, particularly the October CPI, reveal market expectations of inflation, indicating potential investment strategies during a second Trump term.
Deep dives
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode