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Steel Dynamics Newsroom
Bank of America speaks out against the trend: selling off after Trump's victory sparked a stock market rebound!
At this point, two large Wall Street banks have already indicated that Trump's victory is a signal to sell US stocks.
Don't trust Trump too much, Harris has a 69% chance of winning the election!
Analysts pointed out that although people believe that Harris's victory will bring economic disaster, when the probability of her winning increases, the stock market does not fall.
Steel Dynamics Recognized for Increased Use of Green Power
Citi strategist: If Trump wins, you can run after the election!
Citigroup strategist said that a complete victory for the Republican Party would be a sell signal for US stocks, while a victory for Harris or a divided Congress could bring buying opportunities.
The capital markets still have no script, Harris's victory may leave Wall Street in the dark!
In 2016, the 'Trump trade' swept the market, but the election results were far from certain, and the impact of Harris winning on the market seems unpredictable.
Subsidies for photovoltaic and wind energy should all be cut! Potential Treasury Secretary pick for Trump: will cut federal spending with Musk.
①John Paulson, the 'backer' of Donald Trump, recently stated that if he ultimately becomes the new Secretary of the Treasury of the usa, he will cooperate with Tesla's CEO Musk to jointly formulate policies that significantly reduce federal spending; ②Paulson said that all tax subsidies for inefficient and uneconomical energy sources such as cecep solar energy and wind energy should be canceled, which will reduce fiscal expenditures.
How to conduct 'Trump trade' in the market?
Taking everything into consideration, the 'Trump trade' leads to rising US bond yields, a stronger US dollar, and a higher certainty of bitcoin increasing, which trades more on the upside against US stocks and copper prices, while leaning bearish on gold, with uncertain impacts on oil prices. Based on the trading results from the previous market, the 'Trump trade' is not 'bearish for copper and oil, bullish for gold', indicating a certain divergence from the judgment based on policies.
Nomura warns: Market may be overly hedged against Trump's trade, risking a "Harris surprise".
Nomura's director and Americas cross-asset macro strategist Charlie McElligott warns in his latest report that in recent weeks, the market has over-hedged the assumption of Trump and the Republican Party winning both houses of Congress, which could lead to unexpected support for Harris and the election stalemated, posing risk of reversal for all types of assets.
Mysterious 'big player' makes another move to help Trump's odds soar, Musk's remarks are astonishing.
Trump's winning rate soared to nearly 67%, Musk boldly claimed that he could cut at least $2 trillion from the federal budget.
Democrats can't laugh! The latest polls show Republicans will sweep both the Senate and the House of Representatives.
①The latest polls and market forecasts both show that the Republican Party will win a majority of seats in both the Senate and the House of Representatives; ②If this prediction comes true, then even if the Democratic candidate Harris wins, she will only serve as a "lame duck president" constrained by Congress.
Steel Dynamics Insider Sold Shares Worth $269,720, According to a Recent SEC Filing
BNP Paribas Exane Adjusts Price Target on Steel Dynamics to $125 From $123, Maintains Neutral Rating
Trump may return to the White House, and the big shots are trembling!
Trump may disrupt the global financial system by significantly increasing tariffs, issuing trillions of dollars in additional debt, and supporting more production of fossil fuel energy.
Buckle up! The next 10 days are crucial to the global market.
Mag7 financial report, US bond refinancing, non-farm, US election, Federal Reserve decision... These heavyweight events will be successively staged in the next 10 days, analysts warn to prepare for potential severe volatility.
USA election fun fact: 41 million people have already voted early, and the election announcement day may be brought forward.
1. This year, 47 states and the District of Columbia in the usa have opened early voting. As of the afternoon of the 27th, over 41 million American voters have cast their votes early; 2. Despite the large number of mail-in ballots in this year's election, the majority will arrive and be counted on November 5th, meaning that the results of this year's general election are likely to be announced on the same day.
morgan stanley: This is the scenario of Trump's victory......
Morgan Stanley has constructed a scenario where Trump wins. The sequence of potential policy changes after the election is crucial, and tariff reform is likely to take the lead.
What will happen if Trump wins the election? Goldman Sachs: Tariffs may be the first to be implemented.
According to Daiwa, once Trump comes to power, tariff reform is likely to take the lead in fiscal policy, immigration control, and tariffs.
Countdown to the election, ready to take profits? Citi: Some of Trump's trades can be profitable and closed.
Citigroup closed out its positions on the five-year breakeven inflation rate reflecting an increase in U.S. inflation expectations, as well as positions betting on a stronger U.S. dollar, especially against the euro, continuing to bet on Bank of America outperforming the S&P 500.
Do Trump's Tariffs Signal the Start of Another Great Depression?
The US presidential election is highly contested, with 23 Nobel Prize winners jointly endorsing Harris.
According to the latest news, 23 scholars who have won the Nobel Prize in Economics issued a joint statement on October 23rd in the usa, supporting the Democratic presidential candidate Harris, and criticizing her Republican rival Trump's economic plan, especially his proposal to impose tariffs.