How Trump administration’s priorities might affect investments
ANALYSIS: The impact of the election was visible in every global asset class and completely investible. That is not normal.
Globally, every currency and stock market outside the US is pricing some effect arising from the Trump victory.
Picture this: it is 1966 and Kenneth Wolstenholme, commentating on the Fifa World Cup final, famously says: “Some people are on the pitch! They think it is all over!” Geoff Hurst scores twice in extra time to put England two goals ahead, and then: “It is now, it’s four!” A great game!
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