Trump Is Inheriting Booming Markets and a Decisive Fed

Treasury market under Trump at risk from inflation, not larger fiscal deficit, says analyst

The danger to the Treasury market from a second Donald Trump presidency comes not from a sharp increase in bond issuance but revived price pressures

Business - MarketWatch - October 25

Elon Musk predicts ‘hardship,’ economic turmoil and a stock-market crash if Trump wins

Musk’s agenda is like your new family doctor promising a major dose of brutal chemotherapy when you are perfectly healthy and cancer-free.

Business - MarketWatch - October 31

Nate Silver: Don't trust the Trump swing in 2024 presidential election polls, betting markets data

Nate Silver is on record saying the presidential election momentum is with Donald Trump, but it's not because polling or markets data has him 100% convinced.

Business - CNBC - October 31

Trump transition official says RFK Jr. wants to force vaccines off the market

Howard Lutnick, co-chair of the Trump-Vance transition team, said in a Wednesday interview that former presidential candidate Robert F. Kennedy Jr., who is backing former President Trump, is ...

Politics - The Hill - October 31

Why ‘Trump trades’ and ‘Harris trades’ could be just regular stock-market bets

Here’s what the S&P 500 sectors are really saying about their presidential election preference.

Business - MarketWatch - 5 days ago

Trump election odds tumble on betting markets after Iowa poll shows Harris lead

Harris is now the favorite on betting site Predictit.

Business - MarketWatch - 4 days ago

More Iran sanctions and 'drill baby, drill': Oil market's future is still uncertain under Trump

The picture for the oil market's longer-term outlook under a new Trump presidency is, well, decidedly mixed.

Business - CNBC - Yesterday

Here’s what can stall Trump’s tax and tariff plans

Surging 10-year Treasury yields could temper Trump administration plans that risk growing the large U.S. deficit.

Business - MarketWatch - Yesterday

‘Trump trades’ move into overdrive as Dow, dollar and bond yields soar. What’s next for markets.

The question for investors is what happens once the postelection euphoria wears off.

Business - MarketWatch - Yesterday

'Trump Trade': Election news leads to biggest 1-day stock market gain in 2 years

The “Trump-Trade” was in overdrive Wednesday, making it one for the history books on Wall Street with record finishes for all three major stock indices.

Jim Cramer ascribes market rally to Trump's victory and pro-big business policies

CNBC's Jim Cramer reviewed Wednesday's market action.

Business - CNBC - Yesterday

Stock-market bulls rely on 2016 ‘Trump trade’ playbook — but 2024 is very different

Investors relying on the 2016 “Trump trade” playbook ignore a very different 2024 backdrop for the economy and markets at their peril, a strategist warns.

Business - MarketWatch - 7 hours ago

NY Fed: ‘Reserves remain abundant’

Cute new measure of the reserve regime just dropped

World - Financial Times - October 21

FirstFT: Decision day in America

Also in today’s newsletter, Boeing workers vote to end strike and Ukraine encounters first North Korean troops on the battlefield

World - Financial Times - 2 days ago

‘I’m devastated she didn’t win’: I voted for Kamala Harris. Am I disloyal for taking advantage of the Trump stock-market rally?

“Am I trading off my candidate’s loss? Does that make me a turncoat?”

Business - MarketWatch - 3 hours ago

Latest in Trump Is Inheriting Booming Markets and a Decisive Fed