The 5 D’s of Trump’s Second Administration: Key Economic Themes
whatshot 6 snips
Jan 23, 2025
The discussion kicks off with a look at the economic implications of U.S. policies under a potential second Trump administration. Key topics include trade, fiscal measures, and deregulation. They analyze how proposed tariffs and tax cuts could impact inflation and growth. The conversation also dives into the Federal Reserve's expected responses to these policies, shedding light on how tariffs shaped inflation expectations during Trump's first term. Stay tuned for insights into the uncertain economic landscape ahead!
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Mixed Bag Policies
The new administration's policies could be a mixed bag for the economy.
Some policies will boost growth, while others may hinder it or limit progress on inflation.
insights INSIGHT
America First 2.0
Trump's "America First" trade policy will likely involve tariffs, export controls, and stricter capital investment scrutiny.
These measures can be implemented without Congressional approval.
insights INSIGHT
Tax Cuts and Deficit
Expiring tax cuts and potential new ones will significantly impact the deficit.
The effect on growth in 2026 is expected to be positive but limited.
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We discuss the high-level outlook for U.S. policy in 2025 along with macroeconomic implications.
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