Technology Stocks & Market Talk With Don Wolanchuk Message Board

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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk

SOXL 41.72

+8.1%

Dec 19 4:00 PM EST

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From: Minka	11/8/2024 4:02:11 PM
	of 207389

Trump Trade to Resume Trump Policy Impact: Trump’s policies—tariffs, immigration enforcement, and fiscal expansion—are expected to lift yields and support USD, as markets anticipate swift action. Market Positioning: The recent dip in USD reflects an election outcome that was already priced in, but MUFG sees room for renewed USD strength as markets position for policy implementation. Medium-Term USD Risks: MUFG acknowledges that medium-term dollar strength may face headwinds as the full impact of these policies becomes clearer, though the short-term outlook favors USD gains. Conclusion: MUFG expects the ‘Trump trade’ to resume, with further USD upside in the near term as investors position for anticipated fiscal and trade policies. While medium-term sustainability of this strength is uncertain, a 3-6 month horizon shows strong potential for further USD appreciation.

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