In this episode of the Good Morning Brew Daily podcast, the hosts explore how the upcoming policies from the Trump administration, particularly proposed tariffs, could affect the stock market in 2025. They sit down with investment expert Ann Berry, who points out that while these tariffs are noteworthy, the market has likely already factored in some level of implementation, expecting a less severe impact than initially feared. Berry examines how different sectors, especially autos and electronics, might be affected, highlighting companies' previous experiences with similar tariffs and their readiness to adapt. The conversation also delves into the wider effects on the US dollar, cryptocurrencies, and the Federal Reserve's monetary policy.
Sign in to continue reading, translating and more.
Continue