Trump 2.0: The First 100 Days | United States
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Slide 1
1
Slide 2: contents
2
Slide 3
3
Slide 4: Executive Summary
4
Slide 5
5
Slide 6: Trump Bump Pares Back
6
Slide 7: Volatility Rises…
7
Slide 8: Policy Uncertainty at All-time High
8
Slide 9: Debt Spreads Will Likely Widen
9
Slide 10: Even As Markets Price in New Fed Path
10
Slide 11: Early Cracks in the Labor Markets
11
Slide 12: Demand for Space Resilient So Far
12
Slide 13: Capital Markets Also Resilient Through Q1
13
Slide 14: Public CRE Pricing More Resilient
14
Slide 15
15
Slide 16: Tariffs Will Spike, then Drift Lower
16
Slide 17: Stagflation Signs Already Emerging
17
Slide 18: Stagflation is Now Our Base Case for 2025
18
Slide 19: Thesis for Expected Rebound in 2026
19
Slide 20: Other Important Trade Measures
20
Slide 21: Reshoring Manufacturing
21
Slide 22: Tax Cuts & Jobs Act
22
Slide 23: Tax Cuts & Jobs Act
23
Slide 24: More Restrictive Immigration, Period
24
Slide 25: Immigration
25
Slide 26: Immigration
26
Slide 27: Deregulation
27
Slide 28: DOGE
28
Slide 29: GSA
29
Slide 30: GSA
30
Slide 31: Privatization of GSEs
31
Slide 32: Other Policy Priorities
32
Slide 33
33
Slide 34: Inflation Expectations
34
Slide 35: Jobless Claims
35
Slide 36
36
Slide 37: What it Means for Occupiers & Investors
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Slide 38
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Slide 39
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