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Changechevron_rightThe views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed.
The market’s initial reaction to Trump’s reelection was generally one of exuberance domestically, with US equities surging while global peers generally foundered. Following his 2016 election, the initial response was more muted as the world digested the news of what had once been a dark horse candidate, but markets eventually rallied in the months ahead.
Commodities have suffered as the prospect of higher rates and a strong dollar has made gold less attractive, while copper and oil movements are a reaction to a potential China trade war/less green energy support and expansion of oil supply. US equities bumped on potential tailwinds like corporate tax policy while fixed income has paused in the face of higher rates.
Market moves so far are based on Trump’s proposed campaign policies and his first term; while Trump will see his margin of victory as a mandate to implement these policies and the implications should not be discounted, they are not yet tied to concrete action or fundamentals.
Figure 1
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