The views expressed on this podcast are those of the participants, not Aroger's News.

That's also problematic for bond investors, and that also, although not directly inflationary,

could cause a lot of uncertainty in financial market.

As we know in Europe, from the European Eurozone crisis in 2009 and 2010,

as we know from the UK, from the 2022 example of least-trust premiership,

markets can dictate government policy when they get very nervous.

As the dust settles on Donald Trump's presidential win, it has become clear that inflation played a critical role in the outcome of the election.

But now companies and investors are fretting about how the new president's promises to apply tariffs on foreign goods, begin mass deportations and cut taxes, could revive

inflation in a more dramatic way.

How can businesses prepare for such a reality?

Or will Trump make these changes in a more performative way?

This conundrum, which has implications around the world, is the focus of this week's Views Room.

Welcome back to the Views Room, the weekly podcast that invites you the listener into a lively discussion with breaking views columnists to discuss the biggest stories of the week.

I'm your host, Amy Donnellon.

And I'm Jonathan Guilford.

Thank you. I'm your host, Amy Donnellan. And I'm Jonathan Guilford. Amy, I think nothing really sums up the sort of tension here at the heart of markets.

Then I was on a earnings call listening in earlier this week, one of the large private equity firms.

All of them saw their stocks rip after Trump's election, everybody getting very excited about,

oh, M&A is coming back, maybe rates are coming down, etc.

And one analyst just popped up to ask, so have you modeled the effect of tariffs and immigration

restrictions on your portfolio companies?

And it was the weirdest moment.

...