Trump vs. Harris's first confrontation! With the election factored in, trading activity has become active. Which stocks are likely to benefit from tailwinds?
Former President Trump, the Republican candidate for the U.S. presidential election, and Vice President Harris, the Democratic candidate, will have their first debate on September 10th, during the presidential candidate debate hosted by ABC Television. This debate will be the first opportunity for both candidates to directly engage in a debate, and the outcome of their performances could potentially change the situation.
According to the latest opinion poll, it was found that Mr. Harris continues to lead Mr. Trump by a margin of less than 2 points. As we enter the final two months before the November election, the future direction is attracting attention.
In the stock market, "Trump trade" and "Harris trade" anticipating the election of either candidate have already become active. Jefferies has analyzed the impact of the policies of Mr. Trump and Ms. Harris on various industries and companies if either one wins the presidency.
Trump policies and related stocks
Mr. Trump advocates for higher import tariffs and stricter immigration policies, as well as early resolution of the Ukraine conflict, tax cuts, and the use of traditional energy sources and technological innovation. The following are the stocks that are likely to benefit from these policies:
Mr. Trump advocates for higher import tariffs and stricter immigration policies, as well as early resolution of the Ukraine conflict, tax cuts, and the use of traditional energy sources and technological innovation. The following are the stocks that are likely to benefit from these policies:
● Immigration Policy
Stop benefits to undocumented immigrants and take measures such as forced deportation and detention.
Related Stocks： $AGCO Corp (AGCO.US)$、 $Deere (DE.US)$
Stop benefits to undocumented immigrants and take measures such as forced deportation and detention.
Related Stocks： $AGCO Corp (AGCO.US)$、 $Deere (DE.US)$
● Trade Tariff Policy
Impose a uniform tariff of 10% on imported goods and increase tariffs on Chinese products to more than 60%. There are concerns that this move, aimed at eliminating the trade deficit, could lead to an increase in consumer prices and destabilize the global economy.
There are concerns that this move, aimed at eliminating the trade deficit, could lead to an increase in consumer prices and destabilize the global economy.
Related Stocks： $United States Steel (X.US)$、 $ConocoPhillips (COP.US)$、 $ON Semiconductor (ON.US)$etc
There are concerns that this move, aimed at eliminating the trade deficit, could lead to an increase in consumer prices and destabilize the global economy.
Related Stocks： $United States Steel (X.US)$、 $ConocoPhillips (COP.US)$、 $ON Semiconductor (ON.US)$etc
●Executive Order Policy
It is planned to revive the presidential order that mandates the repeal of two existing regulations for each new regulation introduced, further weakening the authority of federal government agencies.
Related Stocks： $Amgen (AMGN.US)$、 $British American Tobacco (BTI.US)$、 $Altria (MO.US)$、 $Goldman Sachs (GS.US)$etc
It is planned to revive the presidential order that mandates the repeal of two existing regulations for each new regulation introduced, further weakening the authority of federal government agencies.
Related Stocks： $Amgen (AMGN.US)$、 $British American Tobacco (BTI.US)$、 $Altria (MO.US)$、 $Goldman Sachs (GS.US)$etc
Electric vehicle policy
By easing the drilling permit process and encouraging the construction of natural gas pipelines, the production of fossil fuels is increased.。Moreover, it is expected to revoke other policies introduced by Mr. Biden, such as the mandate for transitioning to electric vehicles (EVs) and emission reduction by automobiles.。
Related Stocks： $Ford Motor (F.US)$、 $General Motors (GM.US)$etc
By easing the drilling permit process and encouraging the construction of natural gas pipelines, the production of fossil fuels is increased.。Moreover, it is expected to revoke other policies introduced by Mr. Biden, such as the mandate for transitioning to electric vehicles (EVs) and emission reduction by automobiles.。
Related Stocks： $Ford Motor (F.US)$、 $General Motors (GM.US)$etc
- Pharmaceutical policies
Reduction of drug prices and expansion of domestic production of essential pharmaceuticals.
Related Stocks： $Merck & Co (MRK.US)$、 $Regeneron Pharmaceuticals (REGN.US)$etc
Reduction of drug prices and expansion of domestic production of essential pharmaceuticals.
Related Stocks： $Merck & Co (MRK.US)$、 $Regeneron Pharmaceuticals (REGN.US)$etc
Furthermore, the bank $Alphabet-A (GOOGL.US)$、 $Meta Platforms (META.US)$、 $Albemarle (ALB.US)$、 $TE Connectivity (TEL.US)$Listed some stocks that are exposed to headwinds, etc.
Harris policies and related stocks
On the other hand, Mr. Harris is advocating for increased taxes on companies, support for new energy industries, a cautious approach in the technology sector, and more proactive policies for housing security. He is also committed to expanding government healthcare programs and supporting teacher salary increases. The following stocks are likely to benefit from these policies:
On the other hand, Mr. Harris is advocating for increased taxes on companies, support for new energy industries, a cautious approach in the technology sector, and more proactive policies for housing security. He is also committed to expanding government healthcare programs and supporting teacher salary increases. The following stocks are likely to benefit from these policies:
- Pharmaceutical policies
Demand transparency of prices to the pharmacy benefit managers (PBMs) and continue the pharmaceutical price reductions implemented by the Biden administration.
Related Stocks： $Teva Pharmaceutical Industries (TEVA.US)$
Demand transparency of prices to the pharmacy benefit managers (PBMs) and continue the pharmaceutical price reductions implemented by the Biden administration.
Related Stocks： $Teva Pharmaceutical Industries (TEVA.US)$
AI policy.
Establish an AI Safety Research Institute and formulate policy guidance on AI usage.
Related Stocks： $CrowdStrike (CRWD.US)$、 $Palo Alto Networks (PANW.US)$etc
Establish an AI Safety Research Institute and formulate policy guidance on AI usage.
Related Stocks： $CrowdStrike (CRWD.US)$、 $Palo Alto Networks (PANW.US)$etc
●Infrastructure construction policy
By requiring the use of American-made iron and steel, lumber, and other products in all infrastructure projects funded by the federal government, it promotes the growth of domestic manufacturing.
Related Stocks： $Cleveland-Cliffs (CLF.US)$、 $Nucor (NUE.US)$etc
By requiring the use of American-made iron and steel, lumber, and other products in all infrastructure projects funded by the federal government, it promotes the growth of domestic manufacturing.
Related Stocks： $Cleveland-Cliffs (CLF.US)$、 $Nucor (NUE.US)$etc
●Environmental protection policy
Electrification of federal government vehicles and other large vehicles. In addition, by 2030, all new federal government buildings will be required to use low-carbon materials and clean electricity. This policy is likely to increase the demand for low-carbon materials.
Related Stocks： $Amphenol (APH.US)$、 $First Solar (FSLR.US)$、 $TE Connectivity (TEL.US)$etc
Electrification of federal government vehicles and other large vehicles. In addition, by 2030, all new federal government buildings will be required to use low-carbon materials and clean electricity. This policy is likely to increase the demand for low-carbon materials.
Related Stocks： $Amphenol (APH.US)$、 $First Solar (FSLR.US)$、 $TE Connectivity (TEL.US)$etc
Furthermore, the bank $Costco (COST.US)$、 $Walmart (WMT.US)$、 $Adobe (ADBE.US)$、 $Alphabet-A (GOOGL.US)$、 $Goldman Sachs (GS.US)$、 $Broadcom (AVGO.US)$、 $Advanced Micro Devices (AMD.US)$Listed some stocks that are exposed to headwinds, etc.
Source: Jefferies, Reuters, moomoo
This article uses automatic translation in part.
- moomoo News Vicky
This article uses automatic translation in part.
- moomoo News Vicky
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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not pow noname : Harris? Why is he in an advantageous position even though he is at a disadvantage?
むらさきのぷらむ : Brand with Trump, automobiles
Why not Tesla?
Strange.
チャートから むらさきのぷらむ : Global warming is a hoax
because they are pro-oil
maybe
チャートから not pow noname : Maybe moomoo news is copying and pasting articles from liberal media.
masa908112 むらさきのぷらむ : Trump and Elon are arguing, causing a big disaster for tesla lol
181498962 not pow noname : Isn't it because there is financial support available?
ごとくん 181498962 : Such an article, on 9/29. It's in X.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Parody? / Real?
下町のジャギ むらさきのぷらむ : I lack studying.