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This week on PULSE, Mikkel Rosenvold focuses on Donald Trump’s presidential win and the Republicans’ control over U.S. politics for the next four years. Markets reacted with a stronger U.S. dollar and higher returns on U.S. equities, although rising U.S. bond yields and the federal budget deficit are causes for concern. What does this mean for the re-establishment of the U.S. debt ceiling? Catch our latest macro bulletin to find out more: https://lnkd.in/g9Ht4_kZ

🔥 Trump’s administration is shaping up to be transformational, especially with the focus on government efficiency. With Elon Musk and Vivek Ramaswamy leading the charge to cut wasteful spending, it mirrors Javier Milei’s success in Argentina—reducing inflation and balancing the budget. 💡Trump’s “zero baseline budgeting” idea is powerful, starting fresh each year to eliminate unnecessary costs. The support from Speaker Johnson and the GOP’s unity is a win for the economy—reducing inflation, cutting taxes, and fostering economic growth. #EconomicReform #GovernmentEfficiency #TaxCuts #Trump2024 #InflationControl

With Donald Trump as the new president-elect, changes are on the horizon for small business owners. Our latest blog explores potential shifts in policy, economic outlooks, and regulatory updates, helping you prepare for what’s ahead. Read more here: https://ow.ly/ocZc50U5B5E #Election2024 #DonaldTrump #PresidentElect #SmallBusiness #Inflation

In this episode of SB Talks, we consider the impacts of the upcoming U.S. election, examine Australian inflation trends, and assess shifting expectations around interest rate cuts. We also break down the key takeaways from the U.S. earnings season, offering you a comprehensive view of what’s driving the markets. #SBTalks

The hot phase of the US election, low economic activity, and the US Federal Reserve starting to cut interest rates are all happening at the same time, making the upcoming US election even more important for investors. In Julius Baer's Research Weekly, our experts take a closer look at the US economy and the impact of the upcoming election. ➡️ Discover more: https://ow.ly/F1oH30sGmO6 #MarketInsights

The hot phase of the US election, low economic activity, and the US Federal Reserve starting to cut interest rates are all happening at the same time, making the upcoming US election even more important for investors. In Julius Baer's Research Weekly, our experts take a closer look at the US economy and the impact of the upcoming election. ➡️ Discover more: https://ow.ly/HhWJ30sGmXt #MarketInsights

Is the Federal Reserve’s “easy money” policy setting the U.S. up for a fiscal crisis? Exploring the implications of today’s economic landscape, James Thorne shares why investors must remain vigilant against both inflationary and deflationary risks in his November #MarketInsights here: https://rb.gy/nhp86d #Investing

Are any financial advisors warning their clients that Kamala Harris is clueless about business? Are any financial advisors explaining to their clients the root causes of inflation? Are any financial advisors warning their clients that Kamala Harris’s solution to strengthen our economy is more reckless government spending?

The election win of Donald Trump has caused markets to reassess their views on the potential growth of the US economy, along with the prospect of increased inflation. Find out what our investment teams at #Schroders have to say about how this will impact the US #economy, how to position #MultiAsset portfolios, along with the ramifications for #GlobalEquities and #FixedIncome. Discover their thoughts: https://okt.to/WziLUY #USElection2024

As President-elect Trump prepares to take office, a potential clash with Federal Reserve Chair Jerome Powell looms. Historically at odds over monetary policy, Trump favors lower interest rates and an easier monetary stance, while Powell remains committed to the Fed’s independence and its 2% inflation target. With inflation trends suggesting rates above 3% for 2024, Powell is unlikely to lower rates early in Trump’s term, potentially setting the stage for policy disagreements. How should leaders balance inflation control with economic growth? Learn more: https://buff.ly/4133oAa