Dow Jones
Update
Will the global trade war be the catalyst? pic.twitter.com/r0ICLuB9rl
— The Great Martis (@great_martis) February 11, 2025
America 🇺🇸 must hit rock bottom before it starts to heal.
Democrats did a lot of damage in those 4 years.
Expect major turbulence in equity markets.
— The Great Martis (@great_martis) February 11, 2025
The sharp constraints on immigration and pickup in enforcement are likely the most impactful policy shift so far. Reducing foreign labor supply significantly will keep labor markets tight and reduce potential growth.https://t.co/hGLoTwr0vY
— Bob Elliott (@BobEUnlimited) February 10, 2025
The ultimate impacts of the DOGE efforts are also unclear, though the treasury daily data so far suggests little in the way of shifts in spending thru 2/6. But if it does come to fruition the spending & employment cuts will create a growth drag.https://t.co/daWzIZdpgG pic.twitter.com/3YB6jQ5l64
— Bob Elliott (@BobEUnlimited) February 10, 2025
But what matters to markets is not just the direct drags from these policies but the significant uncertainty that permeates the environment today. With little clarity of what’s to come, it’s much more difficult for businesses to plan investment ahead. pic.twitter.com/32iPnl7lS3
— Bob Elliott (@BobEUnlimited) February 10, 2025
