These are just a few examples of a complex analytical problem: The Trump victory may well be associated with a rising stock market because the market gains in most presidential administrations, but it isn’t a win-win for the markets. There are endless complications internationally, too, but let’s save that for another day.

The stock market rally takes a breather. Now it’s at the mercy of the bond market as investors weigh Donald Trump’s economic plans and what they mean for interest rates.

I think the Trump stock market rally will end because of Trump. In particular, stocks will suffer (eventually) because of Trump's tariffs. The president-elect has pledged to impose 10% to 20% tariffs on all imports into the U.S. and wants tariffs of between 60% and 100% on all Chinese imports.

Each day that passes since the election seems to expand the definition of the Trump Trade. On Thursday, president-elect Donald Trump made two unrelated announcements that moved two disparate corners of the stock market.

Whether the ‘Trump trades’ buoyancy endures will depend on how closely the president-elect sticks to his promises.

The rally of the S&P 500 (SPY) after the election gives a sense that investors are happy that Trump was elected. But perhaps there is more to this story than meets the eye. That’s why Steve Reitmeister shares his updated market outlook taking into account the pros and cons of Trumps proposed new policies.

Trump's policies are top of mind for investors heading into 2025, with tariffs and an immigration crackdown seens as potential headwinds for the economy.

While campaigning for a second term in office, President-elect Donald Trump declared “tariff” to be his “favorite word” and “the most beautiful word in the dictionary.” He regularly said he would use tariffs to raise federal revenue and increase jobs and manufacturing in the United States.

The election of former President Donald Trump, who will assume control of the White House in January, has left many wondering if another stimulus check could be on the way, with Trump having issued two during his first stint in office.