Research Detail
| 2024/11/07 / Erste Group Research |
Outlook for the markets under Trump 2.0 Election results, initial market reaction and possible impact on various asset classes The markets reacted very differently to the surprisingly clear election victory of Donald Trump and to the results of the US congressional elections. US stock prices rose sharply, mainly due to hopes of lower taxes and higher US import tariffs. The European capital market reacted cautiously overall. The US dollar gained significantly. Trump's agenda could lead to far-reaching economic and political changes and thus to major global shifts, especially in trade flows. For the US, the inflation risks are at the forefront. In this special report, we discuss the market reactions for the individual asset classes and provide an initial assessment. |
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General information
| Author | Erste Group Research |
| Date | 2024/11/07 |
| Language |  |
| Product name | Special Reports Macro, Fixed Income |
| Topic in focus | FX, Macro/ Fixed income |
| Economy in focus | Eurozone, United States |
| Currency in focus | Euro, US Dollar |
| Sector in focus | - |
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