Michelle Sheppard’s Post

After a closely fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/ed9GDjwZ #Markets #USElection #FinancialPlanning

After a close fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/d6qME9AG   #Markets #USElection #FinancialPlanning

After a close fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/d6qME9AG #Markets #USElection #FinancialPlanning

After a close fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/ehTt2ZjY  #Markets #USElection #FinancialPlanning

After a close fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/eHY_xb-y  #Markets #USElection #FinancialPlanning

After a closely fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: https://lnkd.in/e-KnkApS #Markets #USElection #FinancialPlanning

After a closely fought race, Donald Trump is poised to become the 47th President of the United States. The 2024 election has been a divisive one. With so much noise, it is bound to impact. Here we discuss how the outcome could impact markets, inflation and short-term volatility: #Markets #USElection #FinancialPlanning

Election outcomes– and short-term market activity – are unpredictable. In the 2016 contest between Hillary Clinton and Donald Trump, polls gave Clinton an over 80% chance of winning. Many predicted a Trump victory would cause a market collapse. Eight years later, we know that Trump won - and the market did not collapse. Our key takeaway? No one can predict the future, we can only prepare for varying outcomes. This is a key tenet of our approach to investing. Learn more about our model-driven, disciplined process here: https://hubs.la/Q02VHctM0

Biden drops out of the presidential race! Announced on his X account just now. The decision has been expected by the markets for some time, but it’s now been made official. Biden has also come out and endorsed VP Harris, saying: "Today I want to offer my full support and endorsement for Kamala to be the nominee of our party this year." In the greater context, Trump is still the favourite to win the election per the latest data. However, it’s not a complete given. The race for the House is also a factor to watch closely. What’s most interesting though is how this translates to the FX and bond markets. Seasonality for bonds look constructive for the next few weeks, which means downside on yields. However, looking at the blend of factors being mixed into markets at the moment, from anticipated Fed cuts, to continued developments in the political landscape - this is certainly setting a very interesting space for the markets. #us #politics #biden #trump #geopolitics #markets #macro #bonds

Overall, a Trump win sounds good economically. Markets are reacting as such and the will of the American people clearly favored his economic agenda. While he is more a populist than a traditional Republican conservative, Trump clearly believes that where possible capitalism and private enterprise are better allocators of capital than the Federal government. But there are risks. Trump the entrepreneur, was able to use bankruptcy laws to his advantage. He can’t simply default on government debt. The size of debt and deficits never matter until they matter.  Read more on our blog: https://lnkd.in/eGEUUJTV #stocks #Investing #inflation #recession #thefed #interestrates #election2024