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Trumps Back. Brace Yourself.
Morning, Money Makers!
Jordon Mellor & Jonathan Kibbler
November 15, 2024 • Estimated Reading Time: 5 minutes
Morning sleepy head, Hope you’re caffeinated, because the market’s been up to its usual tricks. Inflation’s still out here acting like it’s on a world tour, incase you live under a rock, Trump is back and Jon has made another terrible bet with Jordon. Meanwhile, The Boss already has opinions, naturally…
Macro Gossip
TRUMP IS BACK.
It's official! the most unpredictable player in American politics has made a comeback! Whether you love him or loathe him, there’s no denying that Trump’s influence over markets is massive. But what does his return mean for you?
Why it Matters:
Trump’s re-emergence can stir up major market waves across sectors. Here’s what to watch:
Volatility Surge – Trump’s statements on trade, taxes, or foreign policy can drive sudden market swings, offering quick trade setups. “Bring Jobs Back” is the statement I am looking for.
China Tensions – Renewed trade conflicts could shake tech and manufacturing stocks, creating short-term play opportunities.
Energy Boost – “America First” policies may revitalize U.S. oil and gas stocks, giving day traders fresh picks.
Media Movers – If Trump returns to social media, watch for spikes in media and tech stocks linked to his engagement.
The Boss’s Take: “Trump’s back? Oh, fantastic. More tweets than trades, and I’ll be here with a stiff drink and a bigger margin call.”
Quick & Dirty Trade
Swipe Right on OIL?
Got a minute? Perfect, here’s the view of OIL this week:
Pros: Big man Trump is definitely pro Oil, which is the beginning of this play. To top that, it is highly anticipated that Trump will be able to calm down or even end the geopolitical uncertainty in the Middle East, both have a positive impact on OIL pricing.
Cons: The impact of the election didn’t really show investors thinking the same way, which means there may be something we are missing.
Verdict? Swipe right if you’re into risk; swipe left if you don’t trust the OIL to make the first move.
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Macro Insight, Micro Impact
Episode 15 – British Government vs. British Citizens
Plot Twist of the Week: If you’re feeling the squeeze from rising prices, the British government has a plan… for you to feel it even more! Introducing: The 8% Tax Hike!
Why This Matters:
Higher Taxes = Less Spending = Tough Times for Retail Sectors.
Expect stocks to feel the pressure, especially the luxury ones. Could potentially see the GBP weaken in the near short term from this
Will the BOE finally conquer inflation? Stay tuned.
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