Economics of Trump 2.0​

We have been closely monitoring the potential impact of President-Elect Trump’s proposed new mandates on fiscal, tariff and immigration policy on the US and global economy.

Get in touch with our economists and advisors for our trusted outlook on the incoming Trump 2.0 Administration.

Our team of 300+ economists updated our baseline forecast within two days of the US election result, incorporating the global impacts of a second Trump Presidency ­– one of the first forecasters to do so. We will continue to refine our view as more information on the incoming administrations’ agenda becomes available but in the interim we will continue to provide a range of scenarios to our clients to help support their planning and risk assessments.

Since the election our research has concentrated on quantifying the impact of different tariff regimes on the US and global economy – something we are uniquely placed to do with industry leading global macro model with fully integrated explicit tariffs rates. In the coming weeks we will analyse the impact on the US at a subnational level of a new approach to immigration.

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Research Briefing

Industry Forecast Highlights: Industry dynamics driven by Trump 2.0 policies

Policy in Focus

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