Stadlmann: Trump Administration Still Finding Its Feet

The video discusses recent political developments, including Flynn's resignation and Mnuchin's confirmation, and their impact on markets. It explores the US debt ceiling and fiscal policy challenges, highlighting the Trump administration's tax and infrastructure plans. The video also examines investor sentiment, noting differences between UK and US perspectives on equities. Finally, it provides a global market overview, emphasizing opportunities in technology and other sectors.

What was one of the key political events discussed in the first section?

• The election of a new president

• The resignation of Michael Flynn

• The impeachment of a senator

• The signing of a new trade deal

What economic challenge is highlighted in the second section?

• Trade deficits

• Inflation concerns

• Rising unemployment rates

• The debt ceiling issue

Which fiscal policy is mentioned as uncertain in terms of funding?

• Healthcare reforms

• Tax reforms and infrastructure spending

• Education funding

• Defense budget

How do UK investors view US equities according to the third section?

• Not interested

• Undervalued

• Fairly rich in valuation

• Highly optimistic

What is the global market outlook discussed in the third section?

• Global markets are declining

• US market is the only focus

• Opportunities exist in other regions

• US equities are undervalued