Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss:
- With the republican election, will the expected tax cuts provide a boost to US GDP growth in 2025?
- Why is the US dollar strengthening after the election? Do you think the new administration will use tariffs as part of their trade policy? How does this likely impact global growth rates?
- In the post-election financial markets, the US equity markets have performed strongly. Do you expect this positive trend to continue?
- In the equity markets, what jumps out at you in terms of election implications with regard to the technology, financials, health care and energy sectors?
- With the Trump win, will the financial markets expect a higher level of inflation? How will inflation expectations impact the US Treasury yield curve?
- Will the Fed likely continue to cut overnight interest rates at the upcoming FOMC meetings in 2024?
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Show Notes:
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Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe
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