Markets moved to price the Trump presidency policy of pro-US growth and tariffs and it is becoming clearer who the winners and losers are. Some months in, has the initial market reaction reflecting an expectation that the proposed tax cuts and deregulation will be positive for US economic growth and company earnings held steady? What are the implications for Australia and capital markets of this second Trump administration.
Professional standards CPD: 0.50 Technical competence
ASIC RG146 CPD: 0.50 Specialist knowledge - Securities