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Gun violence further strengthens "Trump-related transactions"It seems that according to Polymarket, the probability of donald trump winning the November election has increased by about 10 points since the shooting incident, reaching 70%. On the other hand, the probability of rival Biden winning has further decreased to 18%. The so-called "trump trade" seems to be gaining even more momentum.
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"Trump Trade" Resurges! Who Will Be the Winner in the Trump Market?
"Trump Trade" arrives faster and in a less volatile form than expectedIt seems. Based on the trends of this presidential election,The scenario where donald trump wins the presidency and the Republicans control both chambers is the most likely. Trumpimplementation of tariff increases + income tax cuts + reinforcement of strict immigration policies" is expected to bring good revenue to the United States, but it may trigger inflation again, leading to the possibility of high yields on U.S. bonds and the dollar remaining high. According to BloomUS dollar、bitcoin、Gold、US stocks (especially defensive shares, traditional energy shares), attention should be paid to these four major assets.
"Trump trade"...
"Trump Trade" arrives faster and in a less volatile form than expectedIt seems. Based on the trends of this presidential election,The scenario where donald trump wins the presidency and the Republicans control both chambers is the most likely. Trumpimplementation of tariff increases + income tax cuts + reinforcement of strict immigration policies" is expected to bring good revenue to the United States, but it may trigger inflation again, leading to the possibility of high yields on U.S. bonds and the dollar remaining high. According to BloomUS dollar、bitcoin、Gold、US stocks (especially defensive shares, traditional energy shares), attention should be paid to these four major assets.
"Trump trade"...
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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:
● Immigration Policy...
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:
● Immigration Policy...
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Japanese stocks are expected to continue rising, as expectations of a US rate cut amid inflation slowdown are driving buying in the automobile sector.
Updated on August 15, 2024, 11:08 JST (excerpt).
Tokyo stock market rose for the 4th consecutive business day on the 15th. The US Consumer Price Index (CPI) indicating inflation slowdown supported rate cut expectations, and Japan's real Gross Domestic Product (GDP) exceeded estimates. Financial and energy stocks are rising in the US market, becoming targets for investment in the domestic market as well.
Tokyo Stock Price Index (TOPIX) is up 1.1% from the previous day at 2609.13 - as of 11:06 am.
The Nikkei average is 30,727.63 yen, up 0.8%.
The decline in US interest rates usually has a negative impact on banks, but bank stocks have been rebounding since the beginning of the month and have entered the top ranks of the upward movement. Sumitomo Mitsui Financial Group is contributing the most to the rise in the TOPIX.
Updated on August 15, 2024, 11:08 JST (excerpt).
Tokyo stock market rose for the 4th consecutive business day on the 15th. The US Consumer Price Index (CPI) indicating inflation slowdown supported rate cut expectations, and Japan's real Gross Domestic Product (GDP) exceeded estimates. Financial and energy stocks are rising in the US market, becoming targets for investment in the domestic market as well.
Tokyo Stock Price Index (TOPIX) is up 1.1% from the previous day at 2609.13 - as of 11:06 am.
The Nikkei average is 30,727.63 yen, up 0.8%.
The decline in US interest rates usually has a negative impact on banks, but bank stocks have been rebounding since the beginning of the month and have entered the top ranks of the upward movement. Sumitomo Mitsui Financial Group is contributing the most to the rise in the TOPIX.
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