US Economics Analyst_ Investor Expectations for the Second Trump Administration (Mericle_Walker)
Andreessen Horowitz·2024-12-05 02:58
1 December 2024 | 1:52PM EST n In our 2025 US Economic Outlook, we outlined our expectations for policy changes under the upcoming Trump administration across three key areas: immigration, fiscal policy, and tariffs. In collaboration with our Marquee team, we have polled over 500 market participants in order to compare our policy expectations with investor expectations and better understand the policy assumptions reflected in market pricing. Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & C ...