Financial analysis firm: Three stages of market strategy shift towards' Trump deal 'in 2025
Wolfe Research, a renowned research firm in the field of financial analysis, has identified three different stages of its so-called 2025 Trump deal, emphasizing the shift in market strategy as the uncertainty of the new US government policies develops.
Wolfe expects investors to provide prices for the 'Trump deal' in three stages. The first stage has already passed, just after the election.
The second stage will take place during the debate and implementation of the agenda, especially in the first 100 days. After the third stage, there will be data that will begin to signal whether the collective impact of Trump's agenda on growth is positive or negative.
In the first half of 2025, Wolfe expects defensive growth stocks, including tech giants, to perform well as investors respond to risks related to tariffs, reconciliation bills, and other policies.
By the second half of the year, the clarity of policies such as deregulation and trade is expected to benefit sectors that will benefit from post election gains, such as finance, industry, and consumer discretionary stocks.
Wolfe believes that the initial period of policy uncertainty will dampen enthusiasm for cyclical stocks and instead lean towards long-term growth. However, the passage of key legislation may become a catalyst for market rotation later in 2025.
Tips：This page came from Internet, which is not standing for FXCUE opinions of this website.
Statement：Contact us if the content violates the law or your rights