• The Trump effect on markets and the global economy. Somebody is getting it very wrong. Who?

  • Nov 12 2024
  • Length: 34 mins
  • Podcast

The Trump effect on markets and the global economy. Somebody is getting it very wrong. Who?

  • Summary

  • The list of reasons why Trump won is getting longer. Some make sense, some do not. We look at the evidence-based ones. One very stark conclusion: not every Trump voter thinks all that positively about the President-elect. It's simply that they find the Democratic Party even more repulsive.


    The Trump trade is on. The stock market loves the prospect of trade wars, budget-busting tax cuts and mass deportations. Something doesn't add up.


    Incumbent governments everywhere are having a very hard time. The outgoing Irsh coalition should take note.


    Old media is as wounded as the opinion poll industry. Podcasting helped win it for Trump. A billion spent on TV ads did nothing for Harris.

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