Traders, don't panic! The tariff issue will actually not impact the Federal Reserve.
Castle Securities believes that the Federal Reserve's policy is different from the short-term tariff effects and is more likely to overlook the impact of tariffs.
Will "Trump 2.0" destroy the U.S. dollar hegemony? Nomura: The risk of rising U.S. Treasury yields is much greater than a significant depreciation of the dollar.
Nomura believes that as the USA's external liabilities soar, the safety of dollar assets is being questioned, and foreign investors may seek higher returns, thereby pushing up US interest rates. In the long run, the risk of US long-term bond yield rising seems much higher than the risk of a significant devaluation of the dollar.
Be cautious! A new wave of inflation may be on the way.
Greenlight Capital's President David Einhorn expressed that the election results are good for avoiding the political stability issues he was worried about not long ago. However, in terms of the economy, he expects that Trump's second term policies will bring about higher inflation, thus leading to a bigger problem.
The International Finance Association warns: U.S. debt will 'explode' after Trump takes office!
The International Finance Association pointed out that Trump is very likely to make the US debt reach over 150% of GDP...
The Republican Party won a majority of seats in the House, but the slim advantage brings challenges.
House Republicans are expected to win a majority of seats in the next Congress, giving them unified control that allows Trump to have more say in budget and tax battles. However, given that the Republican majority is expected to be narrow and internal consensus may be difficult to achieve, this could hinder their efforts to advance Trump's agenda.
Is the strong dollar storm coming back? Trump is a variable!
Wall Street predicts that Trump's return to the White House will lead to a stronger dollar, but some believe it may have already gone too far.