To The Moon

In last week's US election, Trump finally won, and the market entered the honeymoon period of Trump's trading.

Although Trump will not officially take office until January next year, his remarks and preparatory actions have made the market full of expectations. The recent market fluctuations are all related to his words and deeds, so everyone should pay attention to tracking them. The following is a slight list of the relevant trading opportunities after Trump won the election for your reference.

The U.S. stock index differentiates, keeping a close eye on the Dow Russell

Before the election, I analyzed with you that Trump's relevant policies will be relatively beneficial to small and medium-sized enterprises and traditional industries, so the Dow Jones Industrial Average and the Russell 2000 Index will benefit relatively.

As for the situation of large technology companies suppressing Trump, I'm afraid that after he takes office again, the market will expect Trump to liquidate large technology companies, which leads to the fact that the Nasdaq is not a good choice to do more in terms of investment. I'm afraid this time It's a relatively long-term effect. Friends who really like the Nasdaq may wish to use S&P as a replacement, which can reduce the volatility.

After Trump won the election, the gold war premium fell

Before Trump won the election, he emphasized that he could use one day to end the Russia-Ukraine conflict. Now that Trump has won the election, the version of the peace agreement on the Russia-Ukraine conflict has also been circulated in the market.

We may need to know whether it can be achieved next year, but at least the current market believes in Trump's solution, thus greatly reducing the gold premium in war mode, leading to a short-term decline in gold prices. This kind of downward process tends to swing greatly. The medium-term trend depends on whether it can return to above the 20-day moving average. If not, the short-term gold price can only be treated as a short position. At the same time, focus on the support of 2600 points. If it can't hold it, I'm afraid there will be a further decline.

Be wary of oil prices breaking and falling

In Trump's policy proposition, it is clear that energy prices should be suppressed and crude oil should be self-sufficient.

Since the United States is the world's major crude oil producer, the United States has the ability and reserves to significantly expand production, which puts medium and long-term pressure on oil prices.

As the conflict between Russia and Ukraine subsides, I am afraid that Russia will also support the expansion of production by the United States. By then, OPEC + 's production cuts will be in name only, which will have a negative effect on oil prices. Technically, keep an eye on the previous low of $63. If it breaks through, the space below will be hard to say, and you have to wait until Trump speaks (near the exploitation cost of large oil companies). Therefore, crude oil should be traded as cautiously as possible and wait for a clear direction.

At present, the oil price is not much technical at all, and it is all dominated by news. Only when it really breaks through the range of 60-80 can there be a clear trend trading. Therefore, it is suggested that you can only trade the oil price for a short time, and avoid trading in too large positions, so as to avoid getting slapped left and right.

$NQ100 Index Main 2412 (NQmain) $$SP500 Index Main 2412 (ESmain) $$Dow Jones Index Main 2412 (YMmain) $$Gold Main 2412 (GCmain) $$WTI Crude Oil Main 2412 (CLmain) $