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Potential Tariff Outlook & Fed 'More Nervous' on Inflation

Potential Tariff Outlook & Fed 'More Nervous' on Inflation

Looking ahead to the incoming Trump administration, Thierry Wizman expects to see tariffs similar to what the president-elect instituted during his first term. If it happens, Thierry says investors should keep an eye on inflation, yields, and appreciation of the U.S. dollar. As for the Fed, plateauing inflation is something he believes will make Jerome Powell "more nervous" on rate cuts for December and January.

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21 Nov 2024

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