November 8, 2024

LOCKED The Three Stages of a Trump Presidency

  • We believe the period into the President taking office breaks down into three phases 
  • In phase one, market assumptions are that Trump 2.0 is simply a repeat of 1.0
  • In phase two, stronger soft data should confirm these initial assumptions and trades
  • But in phase three, they will be challenged by the reality of new policies and the economy
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