Trump’s victory and the market outlook: what to expect

With Donald Trump’s return to office in 2024, the US markets are adjusting to a strong Republican mandate that may prioritize tax cuts, deregulation, and trade negotiations. Key areas of focus include potential impacts on inflation, bond yields, and sector performance, particularly in “Old Economy” sectors like energy and manufacturing. As Republicans solidify their agenda, investors are assessing how fiscal policies could shape equity and fixed income markets, with an emphasis on inflation risk and regulatory shifts. These developments mark a pivotal period for investment strategy, as markets...