Trump Returns to the White House, and the Market Repeats the 2016 Script, With Increases in Equities and a Stronger Dollar

Initial Assessments

Date:

Authors: Marcelo Soba y Beatriz Zúñiga

Futures markets point to an increase of over 2% in the S&P 500 and 1.7% in the NASDAQ

The U.S. dollar is generally strengthening as markets weigh the potential impact of new import tariffs and Fed rate cuts

The most surprising result so far is the strength of stock markets outside the U.S.

According to experts, it is likely that interest rates will also exceed pre-election expectations

In the U.S. market, the financial, technology, and defense sectors are expected to perform well under a Trump administration