Unhedged
The year ahead: tariffs, taxes and Trump
Jan 7, 2025
Discussing the looming uncertainties of tariffs, taxes, and geopolitical shifts, the hosts dive into how these factors could shape the economy. They explore the unpredictable investment climate and the potential intraday market volatility ahead. A lighthearted banter about men's jewelry trends contrasts sharply with their critique of the air fryer craze. This fusion of finance and personal style captures the complexities of the year to come, blending serious analysis with entertaining insights.
21:29
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Quick takeaways
- Geopolitical tensions are prompting protective measures like tariffs, which will impact markets and consumer pricing unpredictably across different sectors.
- The likelihood of moderate economic outcomes under the new administration indicates that investors should prepare for both minor and significant market fluctuations ahead.
Deep dives
The Rising Importance of National Security in Trade
In today's global economy, national and economic security has gained precedence over the level of trust with trading partners, leading to a push for protective measures. As geopolitical tensions rise, the implications for tariffs are significant, with various predictions about their scope and effect on corporate profits and the economy. There is consensus that tariffs will be implemented in some form, but their variation across countries and sectors will impact consumers differently. This creates uncertainty, as the market navigates between potential inflationary effects and the intricate balance of pricing strategies from producers and consumers.
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