US election special: what the Trump victory means for markets (8 November '24)

This week it’s a podcast crossover, as Imogen Bachra and Brian Daingerfield deliver a Bondcast-meets-Currency Exchange special. High on the agenda is what the magnitude of Donald Trump’s election victory means for currencies and policy rate decisions, both in the near and long-term, as the US faces tax cuts and importers look set for tariffs. Away from the polls, both the Fed and the Bank of England cut rates this week by 25 basis points. To what extent were they both doing so with revised outlooks for future inflation? Listen in to find out. This episode was recorded on 8 November 2024For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.htmlRemember to subscribe so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected].