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Columns Is Trump's advance taking over the stock market? Who will be the winners in the Trump market?
The shooting incident further strengthened the trade related to Donald Trump.It seems that according to Polymarket, the probability of Mr. Trump winning the November election increased by about 10 points after the shooting incident, reaching 70%. On the other hand, the probability of rival Mr. Biden winning further decreased to 18%. The so-called 'Trump trade' seems to be gaining more momentum.
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The resurgence of 'Trump trade'! Who will be the winner in the Trump market?
'Trump trade' seems to have arrived earlier and in a less volatile manner than expected.It seems that considering the trends of this presidential election,The scenario of Mr. Donald Trump winning the presidency and the Republican party controlling both houses is the most likely.Mr. Trump is planning to implement a combination of increased tariffs, tax cuts, and stricter immigration policies.This could benefit the revenue of the usa, but there is a possibility of re-igniting inflation, causing US bond yields and the dollar to remain high. According to Bloomberg,the US dollarstill has the potential to remain strong.、Bitcoin、Gold、US stocks (especially defensive shares, traditional energy shares)should focus on these four major assets.
"Trump trade"...
'Trump trade' seems to have arrived earlier and in a less volatile manner than expected.It seems that considering the trends of this presidential election,The scenario of Mr. Donald Trump winning the presidency and the Republican party controlling both houses is the most likely.Mr. Trump is planning to implement a combination of increased tariffs, tax cuts, and stricter immigration policies.This could benefit the revenue of the usa, but there is a possibility of re-igniting inflation, causing US bond yields and the dollar to remain high. According to Bloomberg,the US dollarstill has the potential to remain strong.、Bitcoin、Gold、US stocks (especially defensive shares, traditional energy shares)should focus on 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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