In this “Fireside Chat”, Gavyn Davies, Founder and Executive Chairman and Andy Bevan, Partner and Economic Advisor, discuss the following:
- Chair Powell’s comments indicate a cautious approach to future rate cuts
- The labour market remains solid despite recent challenges
- The Fed is likely to maintain a gradual easing policy
- The new administration’s personnel choices will significantly impact policy direction
- Executive authority allows for immediate changes in immigration and tariffs
- Corporate tax rates are set to remain unless legislated otherwise
- Tariff implementation may be phased to mitigate inflation risks
- The equity market could benefit from lower corporate taxes and deregulation
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