HomeMarketsIndicesTrump’s Victory Brings Inflation Mandate

Trump’s Victory Brings Inflation Mandate

Ahmed Riesgo says the magnitude of Trump’s victory gives him a mandate from voters that is bullish for markets. He focuses on inflation as the main issue facing the new administration, and thinks tariffs will be less aggressive than feared because of it. Turning to rates, he says a December cut is more uncertain as the Fed goes back to focusing on data.

Trading 360

08 Nov 2024

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