JPM's Bell: Trump Tariffs a Serious Global Eco Risk

The video discusses the impact of Donald Trump's tweets on market volatility, highlighting the potential risks of protectionist measures from his administration. It examines Trump's strategic moves, the importance of Congress support, and the implications for infrastructure spending. The discussion extends to the US economic trends, their global impact, and the potential risks for emerging markets. Finally, it outlines investment strategies for 2017, focusing on US equities, financials, energy stocks, and Japanese equities.

What is a major risk to the global economy mentioned in relation to the Trump administration?

• Increased government spending

• Protectionist measures like tariffs

• Lower interest rates

• Higher unemployment rates

What is a key factor that could influence Trump's ability to implement infrastructure spending?

• Support from Congress

• International trade agreements

• Media coverage

• Public opinion

How does the Trump administration plan to encourage infrastructure development?

• By implementing new regulations

• By encouraging private equity investment

• By reducing taxes

• By increasing government spending

What could be a consequence of the US economy overheating?

• Lower treasury yields

• Decreased consumer confidence

• Increased unemployment

• Stronger dollar and higher interest rates

Which market is identified as potentially struggling in a stronger dollar environment?

• US equities

• European markets

• Emerging markets

• Japanese equities