Positioning for the US election – Trump win possible means increased inflation, increased charges

I posted on this yesterday:

• US election imminent – JP Morgan says Fed to pause price cuts on a Trump win

The conclusions reached by JPM should not actually information, any analyst with two mind cells to rub collectively can see that profligacy will result in increased inflation and better charges. This isn’t in dispute, we see it on a regular basis throughout the globe. Be cautious of politically motivated hacks arguing in any other case.

DZ Financial institution are out with a word making the identical factors (everyone seems to be!):

• Trump’s tariff and migration plans are anticipated to be inflationary
• Tax cuts would result in a short-term financial increase
• “All that may considerably cut back the Fed’s interest-rate reduce potential”
• “On this state of affairs, a transparent and dynamic optimistic response can be anticipated on the greenback’s facet”

That is right. That is proven over and over. Even on Monday the USD fell in response to improved polling for Harris. That was not an accident.

Once more, don’t take your buying and selling recommendation from political hacks.

This text was written by Aaron Cutchburt at www.ubaidahsan.com.



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