MTC Market Musings
March 19, 2025
Politics & Policy Series: Policy Overdrive
Key Takeaways
Initial expectations for positive economic growth under President Trump faced growing uncertainty with a surge in policy implementation, much to the surprise of the markets.
At the forefront are stirring trade and fiscal policies, which could pose risks to economic growth but should be transient as economic and corporate fundamentals remain firm.
As the heightened uncertainty subsides, investors are likely to focus on the prospect for pro-growth policy initiatives, which should be favorable for the economy and markets.
