TRUMP vs HARRIS 🇺🇸
Trump leading in ALL swing states. pic.twitter.com/Dvz07HP6mY
— Radar🚨 (@RadarHits) November 4, 2024
Wall Street is already positioning itself for a Trump victory in the upcoming election, according to a Fortune report. Investors are adjusting portfolios, anticipating significant economic shifts if Trump re-enters office.
The market response centers on Trump’s protectionist policies, particularly his push for broad tariffs. Analysts predict these measures would drive up inflation, affecting both American and European markets. European stocks are expected to underperform, as Trump’s tariffs would likely hit international trade hard, especially in the Eurozone.
Bank of America strategist Meghan Swiber noted that the anticipated Trump tariffs have led to upward adjustments in inflation forecasts. The bond market, in particular, is reflecting this expectation: higher yields signal that investors foresee funding costs rising sharply if Trump implements his policies.
Amid this climate, a major bond sell-off could occur before Trump takes office, as funding costs surge and inflation looms. Wall Street is bracing for volatility, setting the stage for potential market upheavals if Trump’s economic agenda unfolds as expected.
Smart money preparing for a Trump victory
Eyes on yields .
Monster sell off before Trump takes office as funding costs explode. pic.twitter.com/0Ta0DdrU1x
— The Great Martis (@great_martis) November 4, 2024
The bond market is predicting that Trump will win.
— The Great Martis (@great_martis) November 3, 2024
Silver.
B.B.R™️
Break.Backtest.Resumption pic.twitter.com/mnOiHMcpkm
— The Great Martis (@great_martis) November 3, 2024
Sources: