Levenson on Trump, Trade and Fed Policy

The transcript discusses the Federal Reserve's expectations and market reactions following the election, particularly focusing on the potential for rate hikes and their implications for the economy. It highlights the uncertainty surrounding Trump administration policies and their sequencing, which could affect economic growth. The discussion also covers economic indicators, market speculation, and the strengths and weaknesses of the economy as it heads into 2017, emphasizing internal balance, housing, and labor market recovery.

In what ways might the Trump administration's policies affect the economy?

What strengths and weaknesses of the economy heading into 2017 are discussed?