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Post-Election Market Analysis
Analysis of market forecasts following the election of Trump, encompassing views on tariffs, stocks, and oil.
English
Canada
EconomyUs PoliticsElectionTradeOilStocks
Td EconomicsMorgan StanleyBofa SecuritiesOpec+J.p. Morgan
Scott BarlowMarc ErcolaoMichael WilsonWarren RussellMislav Matejka
- Summarize the overall sentiment among Wall Street strategists after the election.
- The article summarizes various market analyses, highlighting differing perspectives on the impact of Trump's election and potential future economic trends including on oil, tariffs and stocks.
- What type of stocks does Morgan Stanley's Michael Wilson favor, and what is his rationale?
- Michael Wilson favors large-cap, high-quality cyclical stocks, anticipating a positive market response to the election results, driven by factors such as a lighter regulatory environment and supportive tax policies.
- How does BofA Securities' Warren Russell assess the current state of the global crude oil market?
- Warren Russell analyzes the global crude oil market, noting the balancing act between geopolitical risks and the potential for weaker demand in 2025, with Brent crude prices settling around $74/bbl amid ongoing uncertainty.
- What are the potential effects of Trump's tariff policies on US-Canadian trade relations, according to TD economist Marc Ercolao?
- Marc Ercolao highlights the potential impact of Trump's tariff policies on US-Canadian trade relations, suggesting that the USMCA could offer protection but with concessions, while also forecasting a weaker Canadian dollar.
- What is J.P. Morgan's Mislav Matejka's outlook on the stock market's response to Trump's election, and what factors does he consider crucial?
- Mislav Matejka suggests that the market's bullish response to Trump's election might be temporary, contingent on US bond yield behavior; a rise to 5% could negatively affect risk assets. He also notes the potential for small-cap outperformance.