Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Thursday Feb 13, 2025
Thursday Feb 13, 2025
From Here to Eternity: tracking Trump’s economic, market and constitutional milestones
Whether you’re elated or despondent about the blizzard of changes taking place in Washington, let me remind you of something: two years is an eternity in US politics. In this month’s note, we include a Trump policy impact tracker, and an assessment of the statutory and constitutional challenges that Trump policies face as the administration explores the outer limits of executive power.