2024-11-06 21:50
IndustriyaTrump Trade Playbook: Cross-Asset Impact Guide
Key Market Moves:
Treasury yields surging on fiscal outlook
Stocks hit new highs on deregulation hopes
Growth sectors leading rotation
Reopening names surging
Sector Winners:
Energy stocks on deregulation
Financials on yield curve steepening
Infrastructure plays gaining
Defense contractors rallying
Trade Strategy:
Long USD vs EM currencies
Value over Growth positioning
Small caps over Large caps
Watch bond market reaction function
Key Focus: Policy implementation timeline crucial.
#TrumpTrade #Stocks #UST
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Trump Trade Playbook: Cross-Asset Impact Guide
Hong Kong | 2024-11-06 21:50Key Market Moves:
Treasury yields surging on fiscal outlook
Stocks hit new highs on deregulation hopes
Growth sectors leading rotation
Reopening names surging
Sector Winners:
Energy stocks on deregulation
Financials on yield curve steepening
Infrastructure plays gaining
Defense contractors rallying
Trade Strategy:
Long USD vs EM currencies
Value over Growth positioning
Small caps over Large caps
Watch bond market reaction function
Key Focus: Policy implementation timeline crucial.
#TrumpTrade #Stocks #UST
Katulad 0
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