AvocadoWasabi wrote a post · Nov 26 20:37

[Avo Market Update] Is the Trump market coming back on 11/26/2024?

News

The next president Trump mentioned imposing a 25% tariff on Mexico and Canada, and a 10% tariff on Chinese products at Truth Social.
The market reaction.

Mentioned imposing a 25% tariff on Mexico and Canada, and a 10% tariff on Chinese products at Truth Social.

The Nikkei Average Stock Price fell during the trading session.

Source.

Truth Social
https://truthsocial.com/@realdonaldtrump/posts/113546215408213585 https://truthsocial.com/@realdonaldtrump/posts/113546215051155542

Trump to impose 10% tariff on Chinese products - 25% on Mexico and Canada, according to Bloomberg.
https://www.bloomberg.co.jp/news/articles/2024-11-25/SNJ65NT1UM0W00
USA theatrically reimposing Trump tariffs - even surprising trading partners, as reported by Nikkei Asian Review.
https://www.nikkei.com/article/DGXZQOGN261HA0W4A121C2000000/

Reference information

The summary article on Trump's policies by Mr. Yasuyuki Tanaka in Tohsil is easy to understand.

https://media.rakuten-sec.net/articles/-/46969

Trump's policies and predictions on the market impact

Expected market conditions in the future

Similar to the previous Trump market,
Sudden statements and headline news may lead to drastic price movements in the market.

I feel that the downside of the stock dow inc is significant.
However, it is possible to consider a rebound due to overselling, reactions from various countries, and easing of tension.

Impact on fundamentals.

Whether there will be an impact on the pace of the FRB rate cuts due to inflationary pressure from tariffs.

About the exchange rate.

Due to the strong economy, the already high interest rates are quite factored in.
Is the dollar's strength, linked to interest rates, showing signs of a pause?