well… I still think the stock market will be here, some stocks will be worth less (a few more), same with Taiwan money though it maybe worth less compare to American money/Euro (Taiwan$ has drop a bit much this past week)
as a side note, odd winner stock is Disney , sold it 14% than bought a few weeks ago. Not a stock you would think would go up with trump winning
Yeah, except that it’s kinda useless to compare a chart for one year with the one for a single day…
If you want to look at charts, you can take a look at those, for example (although I do not think that those are really that exiting):
Bond yields also surged as investors priced in the expectation that Trump’s protectionist trade policies would be inflationary, which complicates plans for further rate cuts. This led to renewed interest in money-market funds. The dollar rose and gold dipped.
So the most obvious market reaction at the moment I’d say is the expectation for inflation to come back because of the planned tariffs. And the crypto bros thinking that Trump will be their messiah or something…
But just to early to conclude whether the next administration will be “good” or “bad” for the stock market…
Yeah, it will depend on how exactly these planned tariffs will be implemented. I’d say right now, it’s not really clear how much was just campaigning (Trump is known for quickly changing his mind on some topic and promising things and then delivering something else).
On the other hand, he seems to be a fan of copying Milei’s “chainsaw approach” in Argentina together with Elon Musk to drastically cut government spending and regulation:
Still, Musk claims he can cut $2 trillion out of the roughly $6.75 trillion U.S. budget.
[…]
Much of Milei’s agenda comes down to eliminating federal spending. And according to Milei, Musk has turned to Argentina’s leadership to find out how.
“The U.S. has noticed and is following our example,” Milei said at a Meta Day Argentina conference Tuesday in Buenos Aires. “Musk is speaking to [Minister of Deregulation] Federico Sturzenegger about how to deregulate the U.S. economy.”
While probably causing quite some social stir (and that’s probably still an understatement), it could eventually benefit corporations which take over lucrative former government tasks and the entire stock market when the promise of lowering taxes would actually be implemented.
The market, however, does not seem to price in those expected savings and instead expects the Trump administration to greatly increase debt:
Trump, meanwhile, campaigned on securing the border and improving the economy, but mostly through tax cuts and tariffs. Fiscal restraint did not figure prominently into Trump’s campaign platform.
[…]
Since Trump’s election, there’s been a notable rise in long-term U.S. interest rates, suggesting the possible return of the so-called bond vigilantes.
Coined by Ed Yardeni of Yardeni Research back in 1983, the phrase “bond vigilantes” refers to the notion that if fiscal and monetary authorities won’t control their spending, the bond market will, by imposing much higher borrowing costs.
While I personally would not want to live in the USA under Trump, I still would assume it’s too early to be set on an economic collapse under Trump. We could still see some good stock market development (again, it’s important to note that the stock market does not correlate with the standard of living of the people. So even if they implement some really unfavorable policies for the population - like cutting social security, medicare and such - those things might actually cause the stock market to increase!).
Stock market lives it’s on life, especially with a few huge companies that are dominant, that’s why I prefer to look at treasury rates, as that’s what impacts normal people and SME’s
Historically the stock market has performed best with mixed responsibilities, especially Democrats as president and Republican controlled senate/congress. One major risk now is with one party controlling all 3, the power for one person to make bad decisions is so much worse.
“If Trump succeeds in forcing through mass deportations, combined with Elon hacking away at the government, firing people and reducing the deficit — there will be an initial severe overreaction in the economy,” @FischerKing64 wrote on X. “This economy propped up with debt (generating asset bubbles) and artificially suppressed wages (as a result of illegal immigration). Markets will tumble. But when the storm passes and everyone realizes we are on sounder footing, there will be a rapid recovery to a healthier, sustainable economy.”
“Sounds about right,” Musk replied.
Not sure how much of this is just talk and show…
From an economic standpoint, I wouldn’t trust them on this:
“Anything that you lose on the tariff from the perspective of the consumer, you gain in higher wages, so you’re ultimately much better off,” he [JD Vance] told NBC’s Meet the Press this summer.
But then again, that would mostly bad news for the average (working) American - and not such much for the stock market…
There’s nothing wrong with a recession. You can’t expect endless growth. A well managed recession doesn’t sound terrible to me. Sounds hauntingly familiar to the “soft landing “ we were promised by the Biden administration and the Fed.
Musk hates tariffs, tariffs is the worst thing that can happen for Tesla so when he answers truthfully he can of course not agree on Trumps tariffs plans….
He forgot the inflation caused by this, make more money while affording less
Omg… Vance has already started his “distance himself” from the bad things in Trump presidency so he can run for president as a new choice in 2028