Markets in 2025: Trump Dominates Wall Street Predictions

The transcript discusses Wall Street's concerns about Trump's unpredictable presidency, highlighting potential impacts on financial markets due to his stance on tariffs and regulation. It outlines a strong consensus on US economic exceptionalism, with expectations of a pro-business environment and challenges in controlling inflation. The European outlook is less optimistic, with political issues and potential tariffs posing significant challenges.

In what ways is inflation expected to impact interest rates in the US?

What is the anticipated effect of potential tariffs on the global economy?