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CNBC's "Fast Money"
CNBC Pro Talks: Dan Clifton on which stocks could be turbocharged in Trump's next term 11/25/24
Nov 25, 2024
Dan Clifton, partner and head of policy research for Strategas Securities, shares his insights on the potential post-election market shifts following a Republican victory. He discusses which stocks could thrive under anticipated policies in a Trump administration, likening market strategies to football tactics. Clifton delves into how government actions, from tax cuts to trade tariffs, could reshape sectors like defense and healthcare, emphasizing the critical role of political dynamics on investment decisions and market trends.
22:14
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Quick takeaways
- The election results triggered a market rally due to reduced uncertainty, emphasizing the link between political clarity and stock performance.
- Anticipated protectionist policies under the new administration are reshaping global trade dynamics, necessitating adjustments in investment strategies for investors.
Deep dives
Market Reactions to Election Outcomes
The election results resulted in a significant market response, with clarity on the GOP's control leading to an initial rally in the stock market. Investors were relieved to have definitive outcomes, which eliminated uncertainty surrounding the close race. After the elections, the stock market was positively impacted as the outcomes allowed for clearer predictions regarding government policy directions. However, the rally was followed by fluctuations due to emerging concerns about potential protectionist policies from the new administration.
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