Blog
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1. Market reaction to the election and early term
When Trump won the 2024 election, U.S. equities surged. Analysts attributed this to a combination of factors: expectations of fiscal stimulus, extended corporate tax cuts, deregulation, and a friendly Fed Morgan Stanley+15Commerce Trust Company+15NBC New York+15. Indeed, benchmarks like the S&P 500 and Nasdaq rallied to record highs, repeating the “Trump‑trade” pattern from his first term . Key…
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The Dance of the Dollar: How Monetary Policy and High Inflation Impact the S&P 500
In the ever-evolving world of finance, the relationship between the US dollar index (DXY), monetary policy, and inflation exerts a profound influence on asset prices, particularly the performance of the S&P 500 index. As central banks grapple with the challenges of high inflation, investors scrutinize monetary policy decisions and their implications for both the US…