The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
"Trump trade" may have been thoroughly priced! The question now arises.
Some analysts are worried that the market is currently rising prematurely, and a "rebound" may be just around the corner.
Exxon-led Group in Guyana Reaches 500M-barrel Oil Production Milestone
E-minute understanding: What is the special trade that collapsed across the board yesterday for Trump?
On Tuesday, the European and American stock markets experienced a significant decline, with the US stocks ending their previous rising trend, and all three major indices falling together, while major stock indices in Europe fell across the board.
The Trump Administration Will Shake Up Options Markets. How to Profit. -- Barrons.com
Renewables Seen With Continued Support After Trump's Win -- Market Talk
Trump reportedly plans to narrow the range of Treasury Secretary candidates this week, with candidates from a Wall Street background taking the lead.
①According to media reports citing sources, usa President-elect Trump plans to narrow down the range of candidates for Treasury Secretary within this week, and is inclined to choose someone with a Wall Street background for this important position; ②After winning the US presidential election, there is close attention from the public on how he will form the cabinet for his second term. Treasury Secretary and Secretary of State are usually the positions where the US President prioritizes the selection of candidates.
Goldman Sachs: Trump's 'Super Week' ends, the US stock market will enter a rotation market.
Goldman Sachs traders expect that after the trading market driven by the US election ends, the forecast rotation pressure will continue to be a significant feature of the market, as investors put money into smaller market cap companies and seek opportunities in cyclical/inflation themes.
HES Announces Employee Kindness Challenge
US stocks early trading | Dow rose more than 1%, Salesforce rose more than 4%; 'Trump trade' continues to be hot, concept stock Coinbase rose more than 17%, Tesla rose more than 6%
On the evening of the 11th peking time, US stocks opened higher on Monday. The main stock indexes are trying to continue last week's uptrend. Bitcoin broke through $82,000. The market is focusing on the composition of the next US government and the monetary policy outlook of the Federal Reserve.
Wolfe Trims Price Target on Hess to $150 From $151, Maintains Outperform Rating
Wall Street outlook for "Trump 2.0": The first two years of presidency will have a "profound impact".
JPMorgan stated that if Trump adjusts policies on taxes, regulations, and cryptos, the first two years of his second term may be quite influential.
snubbed by Wall Street, can chevron (CVX.US) be "re-favored"?
Chevron seems to be on the road to regaining its magic, but the challenges are not small.
Buckle up! Xiao Mo: Trump 2.0 will have a significant impact in the first two years.
jpmorgan stated that if Trump makes policy changes in taxes, regulations, and cryptos after taking office, the first two years of Trump's second term could be quite influential. If the Republican Party manages to win a majority in both the House and the Senate at the same time, it means that his policy bills will sail through Congress unimpeded before the next midterm elections.
Schroder Investment: How will Trump's victory affect the global economy and stock market?
He promised further tax cuts and regulatory easing, while imposing additional tariffs and tightening immigration policies, this series of policies will have a re-inflationary effect on the economy of the usa.
Hess Insider Sold Shares Worth $77,835,860, According to a Recent SEC Filing
Hess Corp(HES.US) Officer Sells US$77.84 Million in Common Stock
$Hess Corp(HES.US)$ Officer HESS JOHN B sold 543.68K shares of common stock on Nov 6, 7, 2024 at an average price of $143.17 for a total value of $77.84 million.Source: Announcement What is
Form 144 | Hess Corp(HES.US) Officer Proposes to Sell 12.9 Million in Common Stocks
SEC FILLINGS DISCLOSED/ Nov 7, $Hess Corp(HES.US)$ Officer Hess John B. intends to sell 90,476 shares of its common stock on Nov 7, with a total market value of approximately $12.9 million. Hess