Trump vs. Harris first confrontation! Which stocks are likely to benefit from the active trading and tailwinds incorporated into the election victory?
Former President Trump, the candidate for the Republican Party, and Vice President Harris, the candidate for the Democratic Party, in the U.S. presidential electionOn September 10th local time they will have their first showdown in a presidential candidate debate hosted by ABC Television. The debate will be a chance for both candidates to directly engage in a debate, and the situation could change depending on their performance.
According to the latest opinion poll results, it has been found that Mr. Harris continues to lead Mr. Trump by a difference of less than 2 points. As we enter the final two months leading up to the November election, the future direction is attracting attention.
In the stock market, "Trump trade" and "Harris trade" that anticipate the election of either candidate have already become active. Jefferies has analyzed the impact that the policies of Mr. Trump and Mr. Harris would have on various industries and companies if either of them were elected as president.
Trump's policies and related stocks
Mr. Trump advocates for higher import tariffs and stricter immigration policies, as well as promoting an early end to the Ukraine war, tax cuts, and the use of traditional energy sources and scientific and technological innovation. The following stocks are expected to benefit from these policies.
Mr. Trump advocates for higher import tariffs and stricter immigration policies, as well as promoting an early end to the Ukraine war, tax cuts, and the use of traditional energy sources and scientific and technological innovation. The following stocks are expected to benefit from these policies.
● Immigration policy
Stop providing benefits to undocumented immigrants and take measures such as deportation and detention.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $AGCO Corp (AGCO.US)$、 $Deere (DE.US)$
Stop providing benefits to undocumented immigrants and take measures such as deportation and detention.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $AGCO Corp (AGCO.US)$、 $Deere (DE.US)$
Trade tariff policy
Imposing a flat 10% tariff on imported goods and increasing tariffs on Chinese products by over 60%. It is aimed at eliminating the trade deficit, but there are concerns that it will lead to rising consumer prices and destabilize the global economy.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $United States Steel (X.US)$、 $ConocoPhillips (COP.US)$、 $ON Semiconductor (ON.US)$など
Imposing a flat 10% tariff on imported goods and increasing tariffs on Chinese products by over 60%. It is aimed at eliminating the trade deficit, but there are concerns that it will lead to rising consumer prices and destabilize the global economy.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $United States Steel (X.US)$、 $ConocoPhillips (COP.US)$、 $ON Semiconductor (ON.US)$など
● Administrative Order Policy
It is planned to revive the presidential order that obliges the repeal of two existing regulations for every new regulation introduced, further weakening the authority of federal government agencies.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Amgen (AMGN.US)$、 $British American Tobacco (BTI.US)$、 $Altria (MO.US)$、 $Goldman Sachs (GS.US)$など
It is planned to revive the presidential order that obliges the repeal of two existing regulations for every new regulation introduced, further weakening the authority of federal government agencies.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Amgen (AMGN.US)$、 $British American Tobacco (BTI.US)$、 $Altria (MO.US)$、 $Goldman Sachs (GS.US)$など
Electric Vehicle Policy
By relaxing the drilling permit process and promoting the construction of natural gas pipelines, the production of fossil fuels will increase..In addition, it is expected that other policies introduced by President Biden, such as mandating the transition to electric vehicles (EVs) and reducing emissions from automobiles, will also be withdrawn..
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Ford Motor (F.US)$、 $General Motors (GM.US)$など
By relaxing the drilling permit process and promoting the construction of natural gas pipelines, the production of fossil fuels will increase..In addition, it is expected that other policies introduced by President Biden, such as mandating the transition to electric vehicles (EVs) and reducing emissions from automobiles, will also be withdrawn..
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Ford Motor (F.US)$、 $General Motors (GM.US)$など
● Pharmaceutical Policy
Reduction of drug prices and expansion of domestic production of essential pharmaceuticals.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Merck & Co (MRK.US)$、 $Regeneron Pharmaceuticals (REGN.US)$など
Reduction of drug prices and expansion of domestic production of essential pharmaceuticals.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Merck & Co (MRK.US)$、 $Regeneron Pharmaceuticals (REGN.US)$など
Furthermore, the bank is $Alphabet-A (GOOGL.US)$、 $Meta Platforms (META.US)$、 $Albemarle (ALB.US)$、 $TE Connectivity (TEL.US)$Listed some stocks that are exposed to headwinds etc.
Harris policies and related stocks
On the other hand, Mr. Harris advocates for policies such as increased taxes on corporations, support for the new energy industry, cautious approach to the technology sector, or more proactive policies for housing security, commitment to expanding government healthcare programs, and support for teacher salary increases. The following stocks are expected to benefit from these policies:
On the other hand, Mr. Harris advocates for policies such as increased taxes on corporations, support for the new energy industry, cautious approach to the technology sector, or more proactive policies for housing security, commitment to expanding government healthcare programs, and support for teacher salary increases. The following stocks are expected to benefit from these policies:
● Pharmaceutical Policy
Demanding transparency in drug prices to the Pharmacy Benefit Manager (PBM), the Biden administration continues to push for lowering drug prices.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Teva Pharmaceutical Industries (TEVA.US)$
Demanding transparency in drug prices to the Pharmacy Benefit Manager (PBM), the Biden administration continues to push for lowering drug prices.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Teva Pharmaceutical Industries (TEVA.US)$
● AI Policy
Establishing an AI Safety Research Institute and formulating policy guidance on AI usage.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $CrowdStrike (CRWD.US)$、 $Palo Alto Networks (PANW.US)$など
Establishing an AI Safety Research Institute and formulating policy guidance on AI usage.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $CrowdStrike (CRWD.US)$、 $Palo Alto Networks (PANW.US)$など
Infrastructure construction policy
To promote the growth of domestic manufacturing, the federal government mandates the use of American iron & steel, lumber, and other products in all infrastructure projects it invests in.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Cleveland-Cliffs (CLF.US)$、 $Nucor (NUE.US)$など
To promote the growth of domestic manufacturing, the federal government mandates the use of American iron & steel, lumber, and other products in all infrastructure projects it invests in.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Cleveland-Cliffs (CLF.US)$、 $Nucor (NUE.US)$など
Eco-friendly concept policy
Electrification of federal government vehicles and other large vehicles. In addition, by 2030, the use of low-carbon materials and clean energy will be mandatory for all new federal government buildings. This policy is likely to increase the demand for low-carbon materials.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Amphenol (APH.US)$、 $First Solar (FSLR.US)$、 $TE Connectivity (TEL.US)$など
Electrification of federal government vehicles and other large vehicles. In addition, by 2030, the use of low-carbon materials and clean energy will be mandatory for all new federal government buildings. This policy is likely to increase the demand for low-carbon materials.
Related stocksYou can find the "News" feature under the "Market"-"More" section. $Amphenol (APH.US)$、 $First Solar (FSLR.US)$、 $TE Connectivity (TEL.US)$など
Furthermore, the bank is $Costco (COST.US)$、 $Walmart (WMT.US)$、 $Adobe (ADBE.US)$、 $Alphabet-A (GOOGL.US)$、 $Goldman Sachs (GS.US)$、 $Broadcom (AVGO.US)$、 $Advanced Micro Devices (AMD.US)$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.