A visual overview of the Trump 2.0 policy timeline! What investment opportunities are worth paying attention to?
Analysis indicates that Trump 2.0's policy may still be within the framework of 1.0, but the pace may accelerate, and domestic and foreign policies may become more assertive. Trump may be more firm in practicing the "America First" principle, implementing tougher immigration and trade policies.
US stocks early trading | Some cryptos concept stocks rose, CleanSpark surged over 5%, MSTR rebounded nearly 4%; super micro computer rose over 12% again, accumulating over 80% in the past six trading days.
On the evening of the 22nd in peking time, all three major stock indexes are likely to record gains this week. The market continues to focus on signs of sector rotation from technology stocks to cyclical stocks.
Geopolitical tensions + concerns about the outlook for interest rate policies have slowed the inflow of funds into global equity funds.
In the week ending November 20, the inflow of global equity funds has slowed down. According to LSEG data, investors only net bought 7.97 billion dollars in global equity funds this week.
Inflation may remain high! The Federal Reserve might not be able to significantly cut interest rates.
The theme of the Federal Reserve next year may be "cautious".
Nike, Honeywell Share Gains Contribute To Dow's 260-Point Jump
Goldman Sachs' major macro outlook for 2025: The "sword of tariffs" hangs over the global economy, and the path of interest rate cuts will continue to advance.
Goldman Sachs believes that once Trump's comprehensive tariff policy is implemented, it will not only exacerbate the upward inflation risk in the USA, but also cause more severe impacts on the US economy, posing a greater challenge to Europe and emerging economies. At that time, the US dollar may further appreciate significantly, adding downward pressure on non-US stocks and bonds yields, leading to further declines in European sovereign bond yields and Euro exchange rates.