Trump 2.0 policy, interest rates, and what bank earnings can tell us

Update: 2025-01-23

Description

In this episode, Ian and Robert discuss:

Trump inauguration: why are tariffs important to investors and how might the changes to immigration policy impact the US economy?
Interest rates: what is driving recent moves in market interest rates?
Bank earnings: what do the recent earnings reports indicate about the strength of markets and the economy?

Comments

In Channel

Emerging Market Equities: opportunities, risks and investment strategies

2025-10-0229:20

In conversation with Stoneshield Capital's Felipe Morenés: from investment strategies to opportunity identification and value creation

2025-09-1139:20

Real estate: opportunities, how to access them and the selection process

2025-07-1021:37

Real estate: market trends, its place in portfolios and the current opportunities

2025-06-0531:38

In conversation with Berkshire Partners’ Mike Ascione: investment strategies and success stories

2025-05-0135:03

Private Equity: opportunities, and the importance of building long-term relationships

2025-04-0326:16

Private Equity: from fundamentals to opportunities

2025-03-0634:13

The outlook for inflation, US growth and China

2025-02-2031:18

Investment Opportunities: dispersion, Emerging Markets and commodities

2025-02-0729:13

Trump 2.0 policy, interest rates, and what bank earnings can tell us

2025-01-2329:20

2025 primer: 2024 recap, inflation risk and new opportunities

2025-01-0930:50

Active vs passive and the outlook for bitcoin and private equity

2024-12-1933:27

Commercial real estate special: The current state of the UK market, opportunities vs risks, and real estate investment strategy

2024-12-0530:01

The credit cycle, and the post-election opportunities in small-caps and BioTech

2024-11-2129:01

US election market impacts and opportunities in commodities

2024-11-1130:39

Earnings season, US growth momentum and inflation divergence

2024-10-2431:50

Middle East escalations, the outlook for gold, and the China stimulus package

2024-10-1031:10

Private Equity special: finding, assessing and accessing top managers

2024-09-2632:37

Signal vs. noise: what the summer showed us, interest rates, and private equity

2024-09-1232:46

Economic slowdown vs AI revolution: three potential paths for the global economy

2024-08-0835:18

00:00

1.0x

Trump 2.0 policy, interest rates, and what bank earnings can tell us

#box-pro-ellipsis-175974893622286{-webkit-line-clamp:2;}Trump 2.0 policy, interest rates, and what bank earnings can tell us

Trump 2.0 policy, interest rates, and what bank earnings can tell us

Trump 2.0 policy, interest rates, and what bank earnings can tell us