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cover of episode Daybreak Weekend: Trump Inauguration, Davos preview, Tariff Threat

Daybreak Weekend: Trump Inauguration, Davos preview, Tariff Threat

2025/1/18
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition

AI Deep Dive AI Chapters Transcript
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Brandon Mitchell
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Caroline Hepka
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Catherine Ashton
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Doug Krisner
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Geetha Raghunathan
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Germana Bessecci
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Joe Matthew
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John Liu
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Michaela Schifrin
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我预计特朗普上任第一天将签署大量行政命令,涵盖多个领域,包括边境安全、移民、经济政策和外交政策。具体措施可能包括: 1. 采取措施加强边境管控,例如重新启用“第42条”规则,并可能实施大规模驱逐出境。 2. 签署行政命令,推翻或部分推翻拜登政府的政策,例如削弱《通胀削减法案》的影响。 3. 就乌克兰战争发表声明,并可能宣布与普京会面,以寻求解决冲突的方案。 在经济方面,特朗普政府将面临经济增长与高通胀并存的挑战,以及房地产市场低迷等问题。特朗普计划通过增加石油供应("Drill, Baby, Drill")来降低通胀,并恢复2017年的减税政策,同时实施全面关税。虽然他的财政部长提名人表示这将有助于降低通胀,但许多经济学家对此表示怀疑。关税的实施方式可能分阶段进行,这将给美联储的经济预测带来不确定性。此外,特朗普可能会对美联储主席鲍威尔采取更强硬的态度。

Deep Dive

Chapters
This chapter analyzes Donald Trump's economic plans for his second term, focusing on his promises for day one, including executive orders related to the border, mass deportation, and reversing Biden administration policies. It also discusses his plans to address inflation through increased oil production and permanent tax cuts, along with the potential impact of tariffs on the economy and the Federal Reserve.
  • Trump plans to issue numerous executive orders on day one.
  • His plan to combat inflation involves increased oil production and permanent tax cuts.
  • He plans to implement tariffs, potentially causing uncertainty for the Federal Reserve.

Shownotes Transcript

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

  • In the US – a preview of what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings.
  • In the UK – a preview of the World Economic Forum in Davos.
  • In Asia -  a preview on whether Donald Trump will make good on his threats toward China.

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