US Election Wrap-up: How Will Trump Affect Market?
In the early hours of the 6th, Republican presidential candidate Trump declared victory in the 2024 presidential election.
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Which asset will benefit the most?
2024/11/13 Market Commentary: U.S. Fiscal Policy, Musk to Lead DOGE
By US Tiger Research$Tesla Motors(TSLA)$ U.S. stocks, $Gold - main 2412(GCmain)$ , and $Bitcoin(BTC.USD.CC)$ all surged before pulling back, while the U.S. Treasury yield curve continues to normalize.On Wednesday, the Bureau of Labor Statistics released the October CPI data, and as shown below, both headline and core CPI met expectations. The impact of a high base effect has mostly faded, meaning the toughest part of fighting inflation may be here. However, we remain optimistic that the downward trend in inflation will continue in the short term. More sensitive indicators like the New Tenant Rent Index (NTRI, which leads CPI by about two quarters) and A
I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, compiled by Tiger Brokers II. Key Market Themes i. Trump’s Decisive Victory and Republican Sweep: Implications for U.S. Equities, Bonds, and the Federal Reserve This week, the final outcome of the U.S. election revealed a sweeping win for Trump, who captured all seven battleground states and decisively secured the presidency. Additionally, the Republican Party achieved a majority in both the Senate and the House of Representatives, establishing unified governance across the executive and legislative branches. Over the coming four years, Trump’s policy implementation is likely to become smoother and have broader impacts. Market reactions have been particularly notable, with beneficiaries like DJT and Tesla
The market is still enjoying its post-Trump honeymoon period
The market is still enjoying its post-Trump honeymoon period. Strong dollar. Strong equities. Strong crypto. Down everything else.But soon, reality will dawn that Trump's policies are going to be quite inflationary. We have what appears to be:1. A worsening trade war with China (tariffs have been shown to increase inflation for US consumers).2. Tighter labor market (wage inflation).3. Corporate and income tax cuts (more on personal income tax impact on inflation & spending).4. Reduced government tax revenues as a result of 3 increases the need to borrow.5. Pressure on the Fed to lower interest rates as a result of 4 could further reignite inflation.6. Too strong a US dollar will make it quite expensive for foreign firms to set up manufacturing in the country & for US exporters to c
$Zeta Global Holdings Corp.(ZETA)$ beat market expectations again in Q3 2024 and was volatile after hours, jumping 20% at one point before turning lower.The company's shares have risen about 303.4% since the beginning of the year, significantly outperforming $.SPX(.SPX)$ indexFinancial OverviewRevenue: total Q3 revenue was $268.3 million, up 42% year-over-year, and up 31% excluding political candidate revenueEarnings per share (EPS): the company reported EPS of $0.16, slightly below market expectations of $0.17;Adjusted EBITDA: Adjusted EBITDA was $53.6 million, an increase of 59% year-over-year, with an adjusted EBITDA margin of 20%, up from 17.9% a year ago[1][2].Net Loss: GAAP net loss was $17.4 millio
My bet on $Tesla Motors(TSLA)$stock ETF $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ was paid off following Trump's victory. As Donald Trump won the 2024 election, Tesla's stock could benefit from his pro-business policies, deregulation, and support for U.S. manufacturing. A second Trump term could lead to fewer regulatory hurdles, boosting Tesla’s ability to scale its operations, especially in areas like autonomous driving and emissions standards. Corporate tax cuts would increase profitability, while potential incentives for clean
Here comes WassUp, aka TINA - Tiger Introducing New Alpha, our tips for investing.Bet on memes? Mind your steps. This security strategy gets your back.Stay tuned and supercharge purchasing power with CashBoost!Market recapStocks rose at the end of their best week in 2024 amid solid consumer sentiment data and bets that Donald Trump’s promises of tax cuts will further benefit corporations. However, After the rate cut last Friday, market is reckoning that the likelihood of further reductions has diminished, and the extent of any future cuts may fall short of expectations. Following the election, Trump trade has made a comeback, prompting a risk-on sentiment in the market. However, if the market starts to factor in policy uncertainties and the Fed's potential adjustments to its rate-cutting s
Trump will focus on Tax cuts, deportation and tariffs. Others aspects such as trimming government debts and changes in federal reserve will most likely see more in 2026. Market has rallied 5% within days marking the best gain for this year with Russell 2000 breaking new high. Investors are pricing in tax cut policy on businesses and individuals, mainly big gains on small and medium business in Dow Jones hasn't perform since 2021. We may see market to continue rally until official presidential seating in Jan. We might see higher unemployment numbers, Biden has created huge jobs growth during the tenture allowing foreign migrants workers boosting economy and business allowing lower labor cost, with mass deportation It doesn't seems to be very positive in the short term.
Hi everyone. Today we’re going to be looking at a cybersecurity company: Cloudflare, Inc. (NYSE: NET) NET has been trading in a series of higher highs and higher lows since IPO. Following the 2021 high, NET has fallen back into its IPO support trendline (in purple). NET’s move higher from its IPO support trendline was led by a trend markup. However, the stock since broke below its trend (in dark green) and has since been supported by its secondary trendline (in light green). However, given that these are shorter-term trends, they can break provided we do not lose the “master” trend on NET (in purple). We can see that the key resistance now is the 116-122.13 area, which was strong resistance in 2022, and also a strong resistance in February this year after earnings. NET is currently basing
2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$ Buy$iShares Russell 2000 ETF(IWM)$ Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$ --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow
How Trump's Presidency Could Affect the Mag 7? Investors are wagering on deregulation and tax cuts for major corporations following Donald Trump's victory, fueling a broad rally in mega-cap tech stocks. Tesla Set for Major Upside Amid Political Shifts $Tesla Motors(TSLA)$ emerged as a standout among the "Mag 7" stocks, jumping nearly 18% over two sessions to $296.9, the highest since September 2022. Tesla's CEO Elon Musk is considered a key ally of Donald Trump, contributing over $130 million to his campaign and attending rallies. Trump has proposed a government role for Musk to cut federal spending, potentially reshaping agencies that regulate Tesla. Musk aims to use this influence to hasten approvals fo
James Ooi: Tech Rallied on Trump’s Win: Here’s Why
Key Insights:Trump is likely to prioritize supporting the tech industry to strengthen the U.S.'s competitive edge and preserve its position as the global technological leader.A key focus for the incoming Trump administration will likely be securing American dominance in the global AI race, with particular emphasis on outpacing China.While antitrust lawsuits may continue to dampen investor sentiment, these legal battles are expected to drag on for years due to prolonged appeals.If Trump implements tariffs of 60% or more on Chinese imports, it could provoke retaliatory measures from China, potentially targeting U.S. companies that manufacture there.I remain constructive on tech companies, especially those involved in AI. Big tech companies that are involved in antitrust lawsuits, pursu
JMIA Shows Positive Growth Potential with Strategic Financial Gains in Q3 2024 Earnings Report. $Jumia Technologies AG(JMIA)$ Jumia’s Q3 2024 results demonstrate the company’s commitment to long-term financial health, with clear gains in revenue stability, significant cuts in operating losses, and a bolstered cash position. By doubling down on efficiency and focusing on high-potential markets, Jumia is positioning itself to navigate challenging market conditions and drive sustainable growth across Africa’s e-commerce landscape. These strategic steps reveal a path toward profitability and a promising future for Jumia’s investors and stakeholders. Strong Revenue in Local Currency: While overall revenue declined
Trump returns! What lies ahead for stocks and bitcoin? In the early hours of November 6, U.S. local time, Republican presidential candidate Donald Trump announced his victory in the 2024 presidential election. In response to the election outcome, the "Trump Trade" swept across major asset classes, with S&P 500 index futures rising by 2%, the dollar and U.S. Treasury yields increasing, and Bitcoin briefly surpassing $75,000, hitting a historic high! Trump's policy positions clearly reflect a conservative stance, emphasizing "America First." He intends to implement trade protectionism, strict immigration restrictions, tax cuts, and regulatory rollbacks, while advocating for the development of traditional energy sources and dismissing climate change as a "hoax." Trump's return
BIG TECH WEEKLY | What does Trump 2.0 means to Big-Techs?
Big-Tech’s PerformanceWith the dust settling from the election and Trump's strong return, coupled with the Republican sweep of the House and Senate, the next 4 years of policy can be implemented with great clarity.U.S. stocks did not "Sell the news", but rather the $Cboe Volatility Index(VIX)$ fell because of the uncertainty, the leading stocks in each sector are at new highs, and risky assets (e.g., digital currencies) surged because of policy expectations.and risk assets (e.g., digital currency-related) are surging on policy expectations.Among the big tech companies, Tesla gained a lot because of Musk's All-In style, breaking above the previous high, while Nvidia also defied the election volatility and made new highs to reach the top of the marke
If Trump wins the U.S. election, his business-friendly policies—like tax cuts, deregulation, and energy expansion—could boost certain sectors, especially energy, finance, industrials, technology, and defense. Here’s a look at the sector ETFs that might perform well in this scenario.1. Energy Sector ETFsTrump’s support for traditional energy sources, like oil and gas, could benefit energy companies by easing regulations and encouraging U.S. energy production.XLE (Energy Select Sector SPDR Fund): Invests in major energy players like ExxonMobil and Chevron.OIH (VanEck Vectors Oil Services ETF): Focused on oil equipment and services companies, likely to gain from increased drilling and exploration.2. Financial Sector ETFsA pro-deregulation stance could boost banks, insurance companies, and fin
My Video on all the Trump Trades: Bitcoin, Big Tech, Banks and Bets
American stocks tied to the state of the US economy, such as banks and the country’s biggest technology stocks, including chipmaker $NVIDIA Corp(NVDA)$ and Elon Musk’s $Tesla Motors(TSLA)$ , have rallied since Donald Trump’s victory.The victory lap sent major stock markets, the $.DJI(.DJI)$, $.SPX(.SPX)$ and the tech-heavy $.IXIC(.IXIC)$ to new highs, rising 3.6%, 2.64% and 2.95% respectively, the best post-election day in US history. $Bitcoin(BTC.USD.CC)$ ’s price continued to rise, past a new all-time high of US$76,000.“This is
Airbnb's post-hour volatility, bookings grow but guidance miss?
$Airbnb, Inc.(ABNB)$ has had a great after-hours, jumping more than 9% at one point after reporting Q3 earnings as it beat expectations for the period, only to give back all of its gains and fall slightly as guidance fell short of expectations.Earnings performanceTotal revenue: $3.7 billion, up 10% year-over-year, slightly ahead of expectations;Net profit: $1.4 billion, EPS of $2.13, slightly below market expectations of $2.16.EBITDA profit: $1.958 billion, beating expectations of $1.86 billion.Total bookings: reached $20.1 billion, up 10% year-over-year, beating market expectations of $19.8 billion;Booked nights and experiences: totaled 122.8 million, up 8% year-over-year.Free cash flow: at $1.1 billion, reflecting the company's strong cash gener
2024/11/13 Market Commentary: U.S. Fiscal Policy, Musk to Lead DOGE
By US Tiger Research$Tesla Motors(TSLA)$ U.S. stocks, $Gold - main 2412(GCmain)$ , and $Bitcoin(BTC.USD.CC)$ all surged before pulling back, while the U.S. Treasury yield curve continues to normalize.On Wednesday, the Bureau of Labor Statistics released the October CPI data, and as shown below, both headline and core CPI met expectations. The impact of a high base effect has mostly faded, meaning the toughest part of fighting inflation may be here. However, we remain optimistic that the downward trend in inflation will continue in the short term. More sensitive indicators like the New Tenant Rent Index (NTRI, which leads CPI by about two quarters) and A
Here comes WassUp, aka TINA - Tiger Introducing New Alpha, our tips for investing.Bet on memes? Mind your steps. This security strategy gets your back.Stay tuned and supercharge purchasing power with CashBoost!Market recapStocks rose at the end of their best week in 2024 amid solid consumer sentiment data and bets that Donald Trump’s promises of tax cuts will further benefit corporations. However, After the rate cut last Friday, market is reckoning that the likelihood of further reductions has diminished, and the extent of any future cuts may fall short of expectations. Following the election, Trump trade has made a comeback, prompting a risk-on sentiment in the market. However, if the market starts to factor in policy uncertainties and the Fed's potential adjustments to its rate-cutting s
I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, compiled by Tiger Brokers II. Key Market Themes i. Trump’s Decisive Victory and Republican Sweep: Implications for U.S. Equities, Bonds, and the Federal Reserve This week, the final outcome of the U.S. election revealed a sweeping win for Trump, who captured all seven battleground states and decisively secured the presidency. Additionally, the Republican Party achieved a majority in both the Senate and the House of Representatives, establishing unified governance across the executive and legislative branches. Over the coming four years, Trump’s policy implementation is likely to become smoother and have broader impacts. Market reactions have been particularly notable, with beneficiaries like DJT and Tesla
Hi everyone. Today we’re going to be looking at a cybersecurity company: Cloudflare, Inc. (NYSE: NET) NET has been trading in a series of higher highs and higher lows since IPO. Following the 2021 high, NET has fallen back into its IPO support trendline (in purple). NET’s move higher from its IPO support trendline was led by a trend markup. However, the stock since broke below its trend (in dark green) and has since been supported by its secondary trendline (in light green). However, given that these are shorter-term trends, they can break provided we do not lose the “master” trend on NET (in purple). We can see that the key resistance now is the 116-122.13 area, which was strong resistance in 2022, and also a strong resistance in February this year after earnings. NET is currently basing
💰Trump Boosts the Market, SGX Dividend Picks are the Next Episode
Whoever wins the White House today, US election boosts the market up.Energy, manufacturing, and financial stocks will be favored by Trump Trade.Boost purchasing power and trading ideas with CashBoost!Market recapUS election boosts the market up. As you may have been heard from everywhere else, Donald Trump has declared victory in the 2024 US presidential election, telling jubilant supporters "we made history”. Donald Trump and Kamala Harris concluded one of the most tumultuous and dramatic presidential campaigns in modern political history with dueling rallies late last night. Tesla shares soar during after-hours trading as a Trump victory appears increasingly likely. Tesla shares surged more than 10%—exceeding a 52-week high ($273.54)—in overnight trading on Tiger Trade.The outcome of US
How I Would Trade On Trump Win As I see Policies Boost
As we are seeing results being unveiled in the US election, I am actually not so concerned on who win the ticket to the white house. I am more interested in Republican win on the number of senate seats, With this control of the senate to the republican so how should we as investors trade. The stock market reacted positively to the election results, anticipating growth. With Donald Trump's victory and the GOP likely holding a majority in the House and Senate, major indices rallied on Wednesday. Investors were relieved that the election would not be contested and optimistic about Trump's plans to lower taxes and reduce regulations, which could boost economic growth. Active buying interest pushed the Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and S&P 400 to record highs.
BIG TECH WEEKLY | What does Trump 2.0 means to Big-Techs?
Big-Tech’s PerformanceWith the dust settling from the election and Trump's strong return, coupled with the Republican sweep of the House and Senate, the next 4 years of policy can be implemented with great clarity.U.S. stocks did not "Sell the news", but rather the $Cboe Volatility Index(VIX)$ fell because of the uncertainty, the leading stocks in each sector are at new highs, and risky assets (e.g., digital currencies) surged because of policy expectations.and risk assets (e.g., digital currency-related) are surging on policy expectations.Among the big tech companies, Tesla gained a lot because of Musk's All-In style, breaking above the previous high, while Nvidia also defied the election volatility and made new highs to reach the top of the marke
James Ooi: Tech Rallied on Trump’s Win: Here’s Why
Key Insights:Trump is likely to prioritize supporting the tech industry to strengthen the U.S.'s competitive edge and preserve its position as the global technological leader.A key focus for the incoming Trump administration will likely be securing American dominance in the global AI race, with particular emphasis on outpacing China.While antitrust lawsuits may continue to dampen investor sentiment, these legal battles are expected to drag on for years due to prolonged appeals.If Trump implements tariffs of 60% or more on Chinese imports, it could provoke retaliatory measures from China, potentially targeting U.S. companies that manufacture there.I remain constructive on tech companies, especially those involved in AI. Big tech companies that are involved in antitrust lawsuits, pursu
How Trump's Presidency Could Affect the Mag 7? Investors are wagering on deregulation and tax cuts for major corporations following Donald Trump's victory, fueling a broad rally in mega-cap tech stocks. Tesla Set for Major Upside Amid Political Shifts $Tesla Motors(TSLA)$ emerged as a standout among the "Mag 7" stocks, jumping nearly 18% over two sessions to $296.9, the highest since September 2022. Tesla's CEO Elon Musk is considered a key ally of Donald Trump, contributing over $130 million to his campaign and attending rallies. Trump has proposed a government role for Musk to cut federal spending, potentially reshaping agencies that regulate Tesla. Musk aims to use this influence to hasten approvals fo
Trump's Election Victory: Implications for Major Asset Classes Donald Trump wins US presidency, igniting a "Trump Trade" surge in financial markets. $Trump Media & Technology(DJT)$ was the most volatile, skyrocketing over 35% in pre-market trading on Wednesday. $Tesla Motors(TSLA)$ shares climbed more than 15%, while $Bitcoin (BTC.CC)$ briefly surpassed $75,000, reaching a record high. Among major assets, the U.S. Dollar Index climbed as much as 1.6%, reaching its highest level in a year. U.S. Treasury yields rose, with $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ increasing by 12 basis points to 4.428%, marking a f
Trump returns! What lies ahead for stocks and bitcoin? In the early hours of November 6, U.S. local time, Republican presidential candidate Donald Trump announced his victory in the 2024 presidential election. In response to the election outcome, the "Trump Trade" swept across major asset classes, with S&P 500 index futures rising by 2%, the dollar and U.S. Treasury yields increasing, and Bitcoin briefly surpassing $75,000, hitting a historic high! Trump's policy positions clearly reflect a conservative stance, emphasizing "America First." He intends to implement trade protectionism, strict immigration restrictions, tax cuts, and regulatory rollbacks, while advocating for the development of traditional energy sources and dismissing climate change as a "hoax." Trump's return
Yiwu Index Predicts U.S. Election Outcome as Trump Merchandise Dominates Demand, Hinting at Market Rally with Decisive Win. $Trump Media & Technology(DJT)$ This article is written by Shernice, if you like my article please hit the like button. The "Yiwu Index" from Yiwu, China,Zhejiang, is known for tracking trends based on orders for small commodities produced in the region. Items such as campaign hats, soft toys, and T-shirts often see surges in demand during election seasons. According to the Yiwu Index, the candidate with the highest volume of merchandise orders has historically aligned with the winner of the U.S. presidential election. In 2016, although Hillary Clinton led in polls, the Yiwu Index suggested th
【Weekly Wealth Trends】 Election uncertainty intensifies! What’s the investment strategy this week?
Hello, Tiger Friends!Starting Tuesday, November 5, the U.S. election will officially commence its final voting phase, with Harris and Trump heading into their ultimate showdown.Weekend polling results indicate Harris is starting to gain a lead in some swing states, diverging significantly from prior surveys. This highlights the considerable uncertainty surrounding the election.1.Low Cost-Benefit of the Trump TradeAs of now, Trump is still leading, albeit by a narrower margin.Let’s consider a scenario: if Trump wins the election, how should the market respond?According to CICC:In a “Republican sweep” scenario (Trump wins the presidency, and Republicans control both chambers of Congress), the “Trump trade” would likely surge further for some time, followed by a cooling-off period while await
I. Performance and Valuation of Global Equity Indices Data source: Bloomberg, 2024/10/28-2024/11/03, compiled by Tiger Brokers II. Key Market Themes i. Trump’s Odds Decline, U.S. Election Uncertainty Remains – Watch Out for Market Panic This week, the results of the U.S. election are about to be announced. Just a few days ago, the market believed that Trump was almost guaranteed to win, but multiple polls released over the weekend show that the Democratic Party currently holds an advantage in several swing states. As a result, Trump’s odds on Polymarket plummeted from 66% last week to as low as 54%. On some other platforms, Harris's support rate has even surpassed Trump's, leaving the suspense of this election until the last moment. The capital markets quickly reacted as well, with Tr
💥💥💥 Why Donald Trump Win the 2024 Presidential Election : Key Factors Shaping the Race
Begin with a brief overview of the polarized American political landscape and the significance of the 2024 election. Explain Trump’s unique status as a former president seeking a non-consecutive second term, and set up the article as an in-depth look at the factors that could enable his potential victory. 1. Loyal Base Support • The Power of the Trump Base: Explain how Trump’s base has remained steadfast through controversies, legal challenges, and changing political landscapes. Provide statistics on his base from past elections and current polls. • Populist Appeal: Detail Trump’s populist strategies, such as his “drain the swamp” rhetoric, which positions him as a fighter for the common people against “elitist” institutions. Include examples of his populist messaging. • Impact on Voter Tu
$Zeta Global Holdings Corp.(ZETA)$ beat market expectations again in Q3 2024 and was volatile after hours, jumping 20% at one point before turning lower.The company's shares have risen about 303.4% since the beginning of the year, significantly outperforming $.SPX(.SPX)$ indexFinancial OverviewRevenue: total Q3 revenue was $268.3 million, up 42% year-over-year, and up 31% excluding political candidate revenueEarnings per share (EPS): the company reported EPS of $0.16, slightly below market expectations of $0.17;Adjusted EBITDA: Adjusted EBITDA was $53.6 million, an increase of 59% year-over-year, with an adjusted EBITDA margin of 20%, up from 17.9% a year ago[1][2].Net Loss: GAAP net loss was $17.4 millio
The mobile software advertising platform $AppLovin Corporation(APP)$ which has been hitting record highs so far this year, has once again greatly exceeded expectations in its Q3 2024 earnings report, which came in after the bell on Nov. 6, jumping nearly 30%.So far this year, it has risen more than 5x!Q3 Financial PerformanceRevenue Growth: Total revenue for the third quarter reached $1.20 billion, up 39% year-over-year and exceeding expectations of $1.13 billion.Revenue growth was particularly notable in the software platforms segment, which reached $835 million, up 66 percent year-over-year.Earnings: The company delivered net income of $434 million and earnings per share of $1.25 in the quarter, both of which greatly exceeded market expectations,
Harris's coming back? Analysis based on early voting
The U.S. 2024 election is just around the corner, and early voting results provide important information about the race.Trump's Winning Percentage Slips, Harris Odds Reverse?Trump's win percentage has slipped in recent times and his polling support has suffered.Since the end of October, Trump's campaign has been hit with a series of negative events, including controversial comments and alleged betting market manipulation, which has seen his probability of winning the election go from up to down, and is now down to 52%.In contrast, Harris' win probability has also improved to 52 percent, with the two sides once again tied.This shows the tension and uncertainty of the election.According to data as of Nov. 2, 67 million voters have cast ballots, with 41 percent of them registered Democrats an
2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$ Buy$iShares Russell 2000 ETF(IWM)$ Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$ --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow