Trump Trade 2.0 starting with unified government but higher inflation, yields vs. TT 1.0

seekingalpha
2024-11-14

TERADAT SANTIVIVUT

As Donald Trump prepares to enter the White House again, the read-through for U.S. stocks is “nuanced,” with higher Treasury yields among the macro-landscape changes since his first term started in 2016, Barclays said.

Trump, aiming for tariffs, tax cuts and other

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