U.S. 2024 Election Impact on Markets

According to recent estimates, Trump's pro-business policies could help equity markets in the near term, especially in industries such as banking, cryptocurrency, energy, and health insurance. On the other hand, Harris's proposals, which emphasize tax breaks, healthcare cost reductions, and environmental pledges, might support industries like homebuilding, healthcare, and renewable energy.

With volatility indicators showing increased uncertainty, investors are bracing for possible market swings. In October, the Ice BofA Move index—which predicts future swings in the Treasury market—rose by almost 40% to its highest level in more than a year. The VIX index, which gauges stock market volatility, has also reached unusual highs.

Investors are advised to keep a careful eye on their portfolios and think about ways to reduce any risks in light of these circumstances. Maintaining adequate liquidity and staying informed about market developments can help navigate the anticipated volatility during this election period.

Latest Analysis

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The U.S. 10-year Treasury yield hovered around 4.39% on Friday, stabilizing after a volatile week as investors awaited the May jobs report.

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The European Central Bank (ECB) announced a 25 basis point cut to all three of its key interest rates on June 6, 2025, in a move aimed at supporting the eurozone economy amid easing inflation pressures.

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U.S. Services Sector Contracts for First Time in Nearly a Year

In May 2025, the U.S. services sector saw its first contraction since June 2024, according to the latest Services ISM Report on Business.

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