This report from Capital Group, led by economists Jared Franz, Matt Miller, and Reagan Anderson, provides insights into the implications of Donald Trump’s election victory for U.S. economic and market policies.
• Policy Shifts: A pro-growth fiscal package, corporate tax cuts, and aggressive tariffs—potentially 10-60% on imports—are expected to fuel economic growth and inflation.
• Market Impacts: Anticipated deregulation benefits sectors like finance, defense, and industrials, while U.S. equities may continue to rally.
• Interest Rates & Currency: U.S. rates may rise, with the 10-year Treasury yield potentially reaching 4.5-5%, while the dollar strengthens on rate differentials.
For a detailed breakdown of potential investment impacts, access the full report.
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