The economic fallout from tariffs and deportations and what follows the 'Trump bump'

Capital Economics Weekly Briefing

Group Chief Economist Neil Shearing hops off the plane from New York and hops onto the latest episode of The Weekly Briefing from Capital Economics to explain what Donald Trump’s cabinet nominations signal about the macro policy outlook, how Europe and China could respond to tariffs and the economic implications of removing millions of migrant workers from the US economy.

Plus, as the initial, post-election euphoria in US financial markets – dubbed the 'Trump bump' – wears off, Deputy Chief Markets Economist Jonas Goltermann discusses what lies ahead for equities, bonds and currencies.

Analysis referenced in this episode:

Key Issue: Trump's second term
https://www.capitaleconomics.com/key-issues/trumps-second-term

Video presentation: Trump's second term – Implications for the US economy
https://www.capitaleconomics.com/events/video-presentation-trumps-second-term-implications-us-economy

New market forecasts ahead of a new Trump presidency
https://www.capitaleconomics.com/publications/global-markets-update/new-market-forecasts-ahead-new-trump-presidency

Revising our currency forecasts to account for Trump
https://www.capitaleconomics.com/publications/fx-markets-update/revising-our-currency-forecasts-account-trump

Data: Global Market Forecasts
https://www.capitaleconomics.com/data-and-charts/global-markets-forecasts