Top of the Morning: CIO Strategy Snapshot - The other “Trump put”

A holiday trading week sets the stage for a deep dive into market dynamics, sparked by the nomination of Scott Bessent as Treasury Secretary. Insights into the U.S. economy’s growth trajectory highlight risks like inflation and recession. The discussion contrasts Donald Trump's past economic policies with today's landscape and the potential impacts on treasury markets. As year-end approaches, investment strategies for 2025 are outlined, focusing on promising sectors such as AI, gold, and real estate amidst ongoing macroeconomic challenges.