Bloomberg Daybreak: Asia Edition
The Risk of Trump Tariff Policy on Global Equities
Nov 19, 2024
Rob Haworth, Senior Investment Strategist at U.S. Bank, and Zachary Hill, Head of Portfolio Management at Horizon Investments, tackle the potential fallout from Trump's tariff policy on global equities. They discuss consumer health and corporate earnings amid economic uncertainty, showcasing resilience against inflation. The duo also highlights investment opportunities beyond U.S. borders, particularly in Europe and Asia, as well as insights on the upcoming BOJ rate hike and its implications. Expect strategies for navigating the evolving market landscape!
20:40
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The evolving regulatory environment under the new administration poses significant implications for technology and trade policies, impacting market dynamics.
- Proposed tariffs on imports from countries like China highlight concerns over consumer costs and broader economic conditions, emphasizing the need for careful monitoring.
Deep dives
Regulatory Risks and Market Response
Regulatory risks under the new administration are expected to evolve, particularly concerning technology and trade policies. The Department of Justice's recent move to request the divestiture of Google's Chrome browser marks a significant regulatory shift, yet there remains uncertainty regarding how vigorously the new administration will pursue such actions. Analysts anticipate a general easing of regulations across multiple sectors, including technology, but specifics will depend on cabinet selections and their approach to previously discussed administration policies. This regulatory landscape is crucial for market participants as they gauge the potential impacts on the economy and the equity market.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
