
The incoming Trump administration is set to introduce policies that will significantly impact various sectors of the U.S. economy. The administration has signaled a crackdown on H-1B visas, potentially affecting universities, research institutions, and tech firms in their search for highly educated workers. Business activity in the U.S. is expanding at the fastest pace since April 2022, with the demand outlook brightening in anticipation of these new policies. However, this administration's approach is also expected to bring uncertainty and volatility to the stock market, with analysts suggesting a healthy exposure to bonds for stability. Retail traders are anticipated to drive an options boom due to this volatility. Additionally, manufacturers are eager for Trump to impose tariffs, which could further influence market dynamics. Analysts at Deutsche Bank estimate that the 'Trump effect' is already discounted by 30% in the market. The cannabis industry faces stagnation as the status quo is likely to persist, while a finance stock has broken out to an all-time high amid the Trump trade push.
El efecto Trump está descontado en un 30%, afirma un analista del Deutsche Bank. He aquí por qué. https://t.co/7rmSqPJne9 a través de @Capitalbolsa
US business activity is expanding at the fastest pace since April 2022 and the demand outlook has brightened in anticipation of incoming Trump administration policies https://t.co/dvLdK7lNkL
Trump’s presidency is set to bring a fresh bout of volatility to markets, supercharging an options boom driven by retail traders https://t.co/E7Gn15oqaJ