Is Political Risk Premium Being Priced Into U.S. Assets?

The transcript discusses the uncertainty surrounding US political and economic policies under the Trump administration, focusing on fiscal reforms, trade policies, and their impact on markets. It highlights concerns about potential data manipulation in economic measures and the implications for political risk and currency markets.

What is the main factor contributing to the current market uncertainty according to the text?

How has the Trump presidency affected the pricing of US assets?

What implications could the implementation of a border tax have on the US economy?

What concerns are raised regarding the potential changes in unemployment statistics?

In what way might manipulating economic data affect political risk perception?