NOW that global markets have moved past peak uncertainty, with equity market volatility subsiding following the US presidential election, attention is turning to what lies ahead under Trump 2.0’s fiscal policy.
In a recent podcast, Jim Caron, chief investment officer of the portfolio solutions group at Morgan Stanley Investment Management, highlighted that the impending expiry of approximately US$2.5 trillion in fiscal policy measures – introduced during Trump 1.0, the Biden administration and Covid-19 stimulus packages – poses significant implications.
Already a subscriber? Log in.
Subscribe or renew your subscriptions to win prizes worth up to RM68,000!
Cancel anytime. No ads. Auto-renewal. Unlimited access to the web and app. Personalised features. Members rewards.
Follow us on our official WhatsApp channel for breaking news alerts and key updates!
