Episode 47
Trump 2.0 policy, interest rates, and what bank earnings can tell us
Talking Capital · Capital Generation Partners
January 23, 202529m 20s
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Show Notes
In this episode, Ian and Robert discuss:
- Trump inauguration: why are tariffs important to investors and how might the changes to immigration policy impact the US economy?
- Interest rates: what is driving recent moves in market interest rates?
- Bank earnings: what do the recent earnings reports indicate about the strength of markets and the economy?