In this 79th episode of the On Investors' Minds - APAC Edition podcast, we are excited to share this special video replay of our Market Insights strategists based in the U.S. diving into the first couple days of the new Trump administration. Led by Dr. David Kelly - Chief Global Strategist, and joined by Gabriella Santos - Chief Market Strategist for the Americas, and Brandon Hall - Research Analyst, this special episode features an insightful discussion on where the current U.S. economy stands, and how the latest actions by the new Trump administration is likely to impact the investment environment. How soon will new tariffs get applied? What parts of the economy could benefit the most from the much hyped deregulation discussions? And does anyone know what the U.S. government budget will be like? Listen or watch now to Dr. Kelly, Gabi, and Brandon discuss their views and find out what this all means for investors.

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 1st quarter 2025 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP79)

For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

VIDEO: The new Trump administration and what investors need to focus on

On Investors’ Minds