Odaily planet daily news Pepperstone's analyst Michael Brown said that Trump's victory may lead to market takip et inflation, expected tax cuts and potential forex issues. The initial market reaction may include a rise in the dollar and a fall in government bonds. Expectations of reduced regulatory burdens may boost the stock market, especially energy and defense stocks. He said Harris's victory could weaken the dollar as Riskten Korunma operations related to Trump are lifted, providing a 'sigh of relief' for the forex market sensitive to trade. Expectations of a more expansionary fiscal policy may put pressure on government bonds, while concerns about stricter regulation may put pressure on the stock market. However, the decline may be quickly absorbed on dips, and clean energy and technology stocks may perform better. This largely depends on the composition of Congress. For those wondering if this election will change the long-term macro or market outlook, Brown's answer is 'definitely not'.
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Analist: Bu Amerika seçimleri uzun vadeli makro piyasa görünümünü değiştirmeyecek.
Odaily planet daily news Pepperstone's analyst Michael Brown said that Trump's victory may lead to market takip et inflation, expected tax cuts and potential forex issues. The initial market reaction may include a rise in the dollar and a fall in government bonds. Expectations of reduced regulatory burdens may boost the stock market, especially energy and defense stocks. He said Harris's victory could weaken the dollar as Riskten Korunma operations related to Trump are lifted, providing a 'sigh of relief' for the forex market sensitive to trade. Expectations of a more expansionary fiscal policy may put pressure on government bonds, while concerns about stricter regulation may put pressure on the stock market. However, the decline may be quickly absorbed on dips, and clean energy and technology stocks may perform better. This largely depends on the composition of Congress. For those wondering if this election will change the long-term macro or market outlook, Brown's answer is 'definitely not'.