As we navigate the post-election landscape, the reactions from global markets highlight a familiar trend: markets “shoot first and ask questions later.” With Trump’s victory, we’ve seen a surge of optimism in deal-making and market performance, particularly in the U.S. However, as I’ve discussed with clients in Europe, the Middle East, and Asia, there’s a […]
Continue readingUS Election Insights: What a Second Trump Presidency Could Mean for Leadership and Policy.
I discussed the potential dynamics of a second Trump presidency and the critical questions surrounding his leadership and what his administration might look like. While uncertainty remains about who will surround him, there’s a clear desire to be part of an administration with unprecedented control—both in the White House and, potentially, Congress. The key question […]
Continue readingA Red Sweep’s Market Impact: Short-Term Euphoria, Long-Term Risks? Tina Fordham on CNBC
This morning on CNBC, I shared insights on the potential effects of a “Red Sweep” in the U.S. government. While markets may react positively at first, especially with bond yields expected to rise, it’s essential to look beyond the initial optimism. We must stay mindful that today’s market rally could eventually meet the reality of […]
Continue readingTariffs, Trade Wars, and Trump 2.0! Tina Fordham on Bloomberg
I followed an emotional but gracious in defeat, Kamala Harris last night on Bloomberg TV in the US after she conceded the election “but not the fight” As I expected, she said she’d work with President Elect Trump on a smooth transition and transfer of power, and now we have to see how magnanimous trump […]
Continue readingIs Europe Trump Proofed? Tina Fordham on The BBC
I joined the BBC today to discuss the US election’s market and global impact and the shivers down the backs of many around the world. Tariffs of course are something that the rest of the world is not looking forward to under Trump 2.0. In the UK and in Europe, we’re really caught in the […]
Continue readingUS Elections//Beyond the Market Euphoria//Trump 2.0 Policy Bingo Card
In Tina Fordham’s latest newsletter, she addresses Donald Trump’s decisive win, noting market optimism around pro-business policies and deregulation. This victory complicates US-China relations, NATO support, and climate initiatives, while emboldening right-wing populist movements globally. Fordham highlights inflation risks with potential pressure on the Fed and hints at possible reforms targeting agencies like the SEC […]
Continue readingBrussels is working to “Trump Proof” Europe. Tina Fordham on Bloomberg
Brussels is working to “Trump Proof” Europe. Tina Fordham joined Tom Keene and Paul Sweeney on Bloomberg Surveillance to discuss the global impact of Election Day, with the world watching closely. With Europe, the Middle East, and beyond at…
Continue readingHalftime on US Election Day//What to watch for in the next 12 hours
In her newsletter, Tina Fordham highlights the intense stakes of U.S. Election Day, with both major candidates—and the credibility of pollsters—on the line. While polls remain steady, shifting public sentiment and metrics hint at surprises, especially with tight races in states like Pennsylvania. Notably, Puerto Rican voters could play a decisive role, especially in key […]
Continue readingShock Iowa poll showing Harris ahead of Trump puts ‘cat among the pigeons,’ Tina Fordham says//CNBC
Tina Fordham joined Steve Sedgwick and Karen Tso on CNBC to discuss the recent Iowa Selzer poll showing a strong lead for Harris. She covered unusual polling “herding,” unreliable betting markets, and the crucial role of reproductive rights…
Continue readingT-1 Until a Moment of Clarity on US Elections?
A recent poll shows Kamala Harris narrowly leading Donald Trump in Iowa, shaking up assumptions in the tight U.S. election race. Analysts suggest that support for women’s reproductive rights, the so-called “Dobbs Effect,” may drive voter turnout, particularly among women. The close polling has left markets on edge, with no clear outcome expected on election […]
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