Election Volatility: How Political Uncertainty is Shaping Business Conditions and Market Expectations

Published on November 13, 2024

Microsoft, Meta, Apple, Alphabet, and Amazon all experienced fluctuations in their shares, leading to a two-week losing streak in October after five months of gains. Despite this, Financials, Communications Services, and Energy sectors remained positive. Looking ahead, we're analyzing President-elect Trump's platform and its potential implications for corporate taxes, regulations, tariffs, inflation, and economic growth.

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Trump’s Second Act: What to Expect in 2025 and Beyond

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Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.

November 2024 Update

November 13, 2024
October’s market activity can be neatly summarized in a single chart: the dollar (BBDXY) was strong and U.S. stocks (the VOO ETF tracks the S&P 500 index) meaningfully outperformed international stocks (VXUS).