Trump History in the making
a) More Tarrifs - going to see some trade restrictions than Dem admin
b) Climate change is a myth - more oil baby.. Oil price to go up.. removing all climate related grants
c) Medical - withdrawal of all health insurance co-ops... bad news for medical stocks
d) Tax - hooray for money making business and billionaires..
e) Inflation - definitely going to go up, due to tarrifs and restrictions. Means less aggressive rate cuts.
f) Regional tension - Ukraine and Taiwan. Trump wants them to pay more protection money.. tensions heighten.
g) USD - Its going to go back up. Strong dollar match his policies. Likely to see new FED chief soon.
in summary, we are going to see Trump in the news almost every other day, and more confusion and volatality in the market definitely.
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