Stocks and Investing Stocks and Investing
Thu, December 26, 2024
Wed, December 25, 2024

Wolfe outlines three phases of 'Trump Trade' for 2025


Published on 2024-12-25 05:21:19 - MSN
  Print publication without navigation

  • Wolfe Research identified three distinct phases of what it calls the Trump Trade for 2025, highlighting shifts in market strategy as policy uncertainties evolve under the new U.S. administration. Wolfe expects investors 'pricing

The article from MSN Money discusses Wolfe Research's analysis of the potential economic impacts if Donald Trump were to win the 2024 presidential election, outlining what they call the "Trump Trade" for 2025. This trade strategy is divided into three phases: Phase 1 involves an immediate market reaction to Trump's victory, expecting a surge in sectors like financials, industrials, and energy due to anticipated deregulation and tax cuts. Phase 2 anticipates a policy implementation period where Trump's policies could lead to higher inflation, a steeper yield curve, and a stronger dollar, with potential negative impacts on sectors like technology due to regulatory changes. Phase 3 looks at the longer-term effects, suggesting that while initial market reactions might be positive, sustained policy changes could lead to economic volatility, increased deficits, and potential trade wars, affecting global markets and investor sentiment. The analysis underscores the importance of understanding these phases for investors to navigate the potential economic landscape under a Trump presidency.

Read the Full MSN Article at:
[ https://www.msn.com/en-us/money/top-stocks/wolfe-outlines-three-phases-of-trump-trade-for-2025/ar-AA1wsSnL ]
Contributing Sources