Unhedged The year ahead: tariffs, taxes and Trump
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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.
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Tariff Uncertainty
- There is significant uncertainty surrounding the potential impact of tariffs under a second Trump presidency.
- Experts have widely divergent opinions on their economic and corporate profit effects.
Deportation Inflation Risk
- Mass deportations pose a greater risk of persistent inflation than tariffs.
- Wage increases resulting from labor shortages can become self-perpetuating, unlike one-time price hikes from tariffs.
Market Impact of Trump Policies
- Tariffs and mass deportations could strengthen the dollar, lower bond prices, and raise bond yields.
- These market reactions are typical responses to inflationary pressures.