Markets Price in Trump Policies

Nov 18, 2024

This discussion dives into the economic forecast with insights on tax cuts and the Fed's strategy for interest rates. AI trades with Nvidia are highlighted as the tech sector gains momentum. Political dynamics are explored as the incoming administration navigates cabinet appointments and budget challenges. Additionally, the potential impact of Bitcoin ETFs is analyzed amidst a rising enthusiasm for digital assets. Finally, G20 dynamics unveil shifting international relations, especially between the U.S. and China, in the wake of Trump's legacy.