Insightful Word
  • Investing
  • Stock
  • Economy
  • Politics
  • Investing
  • Stock
  • Economy
  • Politics
No Result
View All Result
Insightful Word
No Result
View All Result
Home Stock

This strategist isn’t ‘convinced that Trump’s win is a net positive for US stocks’

admin by admin
November 22, 2024
in Stock
0
This strategist isn’t ‘convinced that Trump’s win is a net positive for US stocks’
0
SHARES
9
VIEWS
Share on FacebookShare on Twitter

Investing.com —  Capital Economics strategist James Reilly expressed skepticism about the implications of Donald Trump’s 2024 election victory for U.S. equities, arguing that the win is not unequivocally beneficial for the stock market.

While some market participants have celebrated the potential deregulatory and tax policies, the strategist warns of uncertainties that could weigh on performance.

Capital Economics points to the potential for tariffs and trade tensions under a Trump administration, which could hurt corporate profits and global supply chains.

“We aren’t convinced that Trump’s win is a net positive for US stocks,” said Reilly. “We think his policies will be negative for growth.”

In addition, the strategist said he doubts he will deliver another major fiscal expansion.

Even so, Capital Economics remains bullish on U.S. stocks based on the artificial intelligence hype “fueling a stock market bubble” and the fact they do not believe the election has undermined that story.

The firm maintained its S&P 500 end-of-2025 forecast at 7,000. For the same reason, they continue to believe that tech sectors will continue to lead the market.

However, Capital Economics analysts have revised their targets for the stock markets of other economies as they believe that, much like during 2018 following the start of the initial Trump trade war, “tariffs will take a heavy toll.”

This post appeared first on investing.com

Previous Post

Swiss National Bank Chairman emphasizes flexibility in inflation approach

Next Post

McDonald’s overhauls McValue menu for 2025

admin

admin

Next Post
McDonald’s overhauls McValue menu for 2025

McDonald’s overhauls McValue menu for 2025

Trending News

Nigeria seeing positive results from fiscal reforms, World Bank says

Nigeria seeing positive results from fiscal reforms, World Bank says

October 17, 2024
Walmart amends DEI policy: why it matters, and why are companies becoming less ‘woke’?

Walmart amends DEI policy: why it matters, and why are companies becoming less ‘woke’?

November 26, 2024
Long MTN: Vail Resorts Earnings Highlight Strong Performance and Positive Market Reaction

Long MTN: Vail Resorts Earnings Highlight Strong Performance and Positive Market Reaction

December 11, 2024
Subscribe to Insightful Word


    Recent News

    Nvidia shares fall on China sales exclusion, weaker data center sales: analysts weigh in

    Nvidia shares fall on China sales exclusion, weaker data center sales: analysts weigh in

    August 28, 2025
    SentinelOne stock price forecast ahead of earnings: buy or sell?

    SentinelOne stock price forecast ahead of earnings: buy or sell?

    August 28, 2025
    Tesla wants millions of robotaxis by 2025, but will Waymo win the long game?

    Tesla wants millions of robotaxis by 2025, but will Waymo win the long game?

    August 28, 2025
    Urban Outfitters stock slides 4% despite strong quarter on cautious outlook

    Urban Outfitters stock slides 4% despite strong quarter on cautious outlook

    August 28, 2025

    Recent News

    Nvidia shares fall on China sales exclusion, weaker data center sales: analysts weigh in

    Nvidia shares fall on China sales exclusion, weaker data center sales: analysts weigh in

    August 28, 2025
    SentinelOne stock price forecast ahead of earnings: buy or sell?

    SentinelOne stock price forecast ahead of earnings: buy or sell?

    August 28, 2025

    Latest News

    • Nvidia shares fall on China sales exclusion, weaker data center sales: analysts weigh in
    • SentinelOne stock price forecast ahead of earnings: buy or sell?
    • Tesla wants millions of robotaxis by 2025, but will Waymo win the long game?

    About Insightful Word

    • Contacts
    • Cookie Notice
    • Privacy Policy
    • Terms of Service
    • Trading tools
    • Contacts
    • Cookie Notice
    • Privacy Policy
    • Terms of Service
    • Trading tools

    Copyright © 2025 Insightfulword.com. All Rights Reserved.

    No Result
    View All Result
    • Investing
    • Stock
    • Economy
    • Politics

    Copyright © 2025 Insightfulword.com. All Rights Reserved.