This podcast explores the possible policy directions a second Trump administration could take, particularly regarding tariffs, taxes, immigration, and deregulation. Analysts anticipate that while policy changes will be announced swiftly—likely in early 2025—the actual impact on the economy may not be felt until 2026. This creates a promising short-term outlook for risk assets such as stocks and bonds, but also adds a layer of uncertainty for the following year. Key factors shaping this outlook include the pace of tariff implementation and congressional decisions on tax cuts and executive authority.
