UBS On-Air: Market Moves Washington Weekly Podcast: First 100 days, Reconciliation bill, Russia-Ukraine
May 2, 2025
Shane Lieberman, a Senior Governmental Affairs Advisor at UBS, shares insights on the first 100 days of President Trump's second term, discussing key executive actions on immigration and tariffs. He delves into the heated negotiations on a major reconciliation bill, including pressing issues like defense spending and tax reforms. The conversation shifts to U.S.-Ukraine relations, as Shane highlights the recent diplomatic meeting between Trump and Zelensky and its potential effects amid ongoing tensions with Russia.
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Trump's First 100 Days Impact
- The Trump administration took about 140 executive actions in the first 100 days, focusing on immigration and tariffs.
- Approval ratings are low overall but remain high in strongly supportive states, highlighting a divided perception.
Key Legislative Bill Timeline
- The major reconciliation bill aims to be passed before August with aggressive timelines from House and Senate.
- It covers defense, Medicaid, taxes, energy, and immigration, marking a significant legislative effort under Trump.
Trump-Zelensky Meeting at Funeral
- At the Pope's funeral in Rome, Trump and Zelensky had a brief but better meeting than their previous Oval Office encounter.
- This led to a new US-Ukraine minerals deal, signaling improvement in relations despite earlier tensions.