Financial Times on Nostr: How to trade in the Trump era ========== Sung Won Sohn notes stock market trends ...
How to trade in the Trump era
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Sung Won Sohn notes stock market trends post-election; US stock markets are expensive, reliant on Trump's tax cuts and deregulation; fossil fuel, steel, and bank stocks may benefit; Trump's management style is unconventional, requiring access to succeed; 'Friendshoring' complicates trade with Mexico and Canada; $35 trillion US debt poses risks, with bond market vigilantes as checks on Trump; emerging markets face challenges from a strong dollar; bitcoin and gold are recommended hedges against inflation; geopolitical risks suggest diversifying into real assets.
#Trump #Investing #StockMarket #Economy #Trade #Debt #Bitcoin #Gold #EmergingMarkets #FinancialStrategy
https://www.ft.com/content/cd2e7b53-33b1-47dc-8995-b930c42f96ff
==========
Sung Won Sohn notes stock market trends post-election; US stock markets are expensive, reliant on Trump's tax cuts and deregulation; fossil fuel, steel, and bank stocks may benefit; Trump's management style is unconventional, requiring access to succeed; 'Friendshoring' complicates trade with Mexico and Canada; $35 trillion US debt poses risks, with bond market vigilantes as checks on Trump; emerging markets face challenges from a strong dollar; bitcoin and gold are recommended hedges against inflation; geopolitical risks suggest diversifying into real assets.
#Trump #Investing #StockMarket #Economy #Trade #Debt #Bitcoin #Gold #EmergingMarkets #FinancialStrategy
https://www.ft.com/content/cd2e7b53-33b1-47dc-8995-b930c42f96ff