
Tariff pain relief but not the full cure
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Trade and investment, tax, immigration, and fiscal policies, and his approach to the Fed may impact some investments.
Tax-advantaged investments, REITs, the US dollar, and select industries and companies may be influenced to some extent.
Monetary policy is likely to have greater influence on stocks than any legislation or executive action.
Now that the election is over, and Donald Trump is set to take office on January 20, 2025, investors are wondering what his policies may mean for the markets and economy. Based on pledges made on the campaign trail, here are five key things we’ll be watching for from the President-elect.
We believe, however, that investors often overstate the impact that the federal government has on broad financial markets. In fact, monetary policy is likely to have greater influence on markets in the next few years than any forthcoming legislation or executive action. Ultimately, policymaking is about setting priorities. No administration gets everything they want, nor do markets necessarily respond to the political initiatives in the “obvious” way.
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Policy platform |
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Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.
April's fixed income markets saw mixed performance and volatility. Read our latest thoughts on how fixed income markets fared during the month and what we think you should be looking out for in the near term.