Trump, Trade, Tech, and Tallying Earnings

February 10, 2025

Watch the replay here

We've already witnessed numerous market-moving headlines during Trump 2.0. From unprecedented executive orders to growing concerns about the viability of President Trump’s aggressive agenda, the potential impacts on the economy and markets remain uncertain. We tackle the pressing questions for investors by examining the potential policy path and its effects on the economy and markets from a top-down perspective. We'll also provide insights from the fourth quarter earnings season: assessing the strength and breadth of corporate earnings, corporate management's views on potential policy changes in Washington, D.C., and the impacts of AI developments on the tech sector. Additionally, we'll take a light-hearted look at the superstitious impacts from the outcome of football’s “Big Game.”