Bloomberg Surveillance
Markets Weigh Trump Policy & Consumer Health
Nov 29, 2024
Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, shares her insights on Europe's economic challenges and what might change under a new Trump administration. Gene Marks, CPA and President at the Marks Group, discusses how Trump's tax plan could significantly impact small businesses. They delve into the implications of economic policies on consumer health, Black Friday shopping trends, and the evolving retail landscape, including a shift towards in-store shopping amidst supply chain delays.
29:24
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Quick takeaways
- The potential for tariffs under the Trump administration could increase inflationary pressures and strengthen the U.S. dollar against other currencies.
- Consumers are showing caution in spending, prioritizing value-driven purchases and responding to economic uncertainties with selective buying strategies.
Deep dives
Futures Market Liquidity
The futures market, particularly CME Group's S&P 500 and NASDAQ 100 futures, operates with nearly 24-hour trading, creating substantial liquidity opportunities even when other markets slow down. Unlike ETF markets, where trading volume significantly declines after traditional trading hours, futures provide consistent opportunities for trading throughout the day and night. This continuous access allows investors to capitalize on market fluctuations more effectively, thus enhancing their strategies during periods of market volatility. As a result, futures markets are particularly beneficial for traders looking for reliable ways to manage risk and seize emerging opportunities.
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