US: Signals in the Trump noise
Description
Markets have been pricing in a second Donald Trump presidency since October but are still unsure over how literally to take his trade and fiscal promises and their spillover into Federal Reserve policymaking.
His first days in office have been even noisier than they were in 2017 as he signed more than 100 executive orders and pardoned 1,500 people convicted for crimes related to the occupation of the Capitol Building in January 2021. On top of this, joining Trump in his practice of government by social media is Elon Musk – the poster-in-chief on his own X platform.
In an attempt to find the economic-policy signal in the noise, for this podcast, Medley Advisors brought together Michael Redmond, their US macro analyst and “Fed watcher”, and Brian Jackson, their China analyst.
United States
