How Trump 2.0 could impact the global economy and markets

Nov 15, 2024

Bruce Kasman, Chief Economist at J.P. Morgan, offers insights into the potential impact of a second Trump presidency. He discusses how U.S. trade policies and tariffs could affect inflation and growth both domestically and globally. The conversation highlights market reactions and challenges such as currency fluctuations. Kasman also analyzes the implications for U.S.-China trade relations, recent tariff effects on global commodities, and the economic shockwaves that emerging markets may face. It's a deep dive into the future of the global economy.

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Intro

00:00 • 3min

Exploring the Economic Ripple Effects of U.S. Trade Policies

03:11 • 5min

Impacts of Election on International Trade and Currency Dynamics

08:12 • 2min

Analyzing Economic Shockwaves and Future Trajectories

10:10 • 3min

In this episode of Research Recap, chair of Global Research Joyce Chang and chief economist Bruce Kasman discuss the economic and geopolitical implications of a second Trump presidency. They discuss how Trump 2.0 could impact U.S. growth and inflation, while also considering the broader global effects, particularly around international trade and tariffs. How might these policies play out on the global stage?

This episode was recorded on November 12, 2024.

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