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cover of episode CNBC Pro Talks: Dan Clifton on which stocks could be turbocharged in Trump's next term 11/25/24

CNBC Pro Talks: Dan Clifton on which stocks could be turbocharged in Trump's next term 11/25/24

2024/11/25
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Halftime Report

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Dan Clifton认为,市场对2024年美国大选的反应,并非源于某一特定政党胜出,而是因为选举结果的确定性消除了市场的不确定性。他指出,过去百年间,无论哪种政治格局,标普500指数都实现了正收益,关键在于理解政策对特定行业和股票的影响。他认为,这次选举是全球性的,因为贸易政策的影响波及全球,几乎所有可投资资产都受到影响。他认为全球化进程正在逆转,无论谁当选,华盛顿的政策都会对金融市场产生更大的影响,而特朗普当政会加速这一进程。他分析了特朗普政府可能采取的措施,例如通过行政命令关闭边境、取消液化天然气出口设施的排放要求等,以及可能在国会通过的政策,例如延长2025年底到期的税收优惠等。他还讨论了政府政策对不同行业的影响,例如对移民类股票、能源类股票、医疗保健类股票、教育类股票以及政府承包商的影响。他认为,税收和贸易政策对所有公司都有重大影响,越来越多的公司将政府视为其最大的风险因素,这表明政府政策对企业的影响日益增大。他总结说,投资者需要考虑宏观因素(如强势美元和高债券收益率)以及政策的影响(如贸易政策和法规),并关注政府政策对不同行业的具体影响。 Dominic Chu主要负责引导访谈,提出问题,并对Dan Clifton的观点进行总结和回应。他从宏观层面和微观层面都对Dan Clifton的观点进行了深入的探讨,并就一些关键问题进行了追问,例如:政治对华尔街的影响程度、特朗普政府的政策声明对市场的影响、如何判断哪些政策值得关注并采取投资行动等。

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Chapters
This chapter analyzes the immediate and broader market reactions to the 2024 election results, highlighting the initial rally followed by a pullback. It emphasizes the importance of clarity in election outcomes for market stability and discusses the global impact of the election on various currencies and stock markets.
  • Post-election market rally and subsequent pullback.
  • Clarity of election results crucial for market stability.
  • Global impact of the election on currencies and stock markets.
  • Taiwan stock market's correlation with election odds.

Shownotes Transcript

CNBC's Dominic Chu speaks with Dan Clifton, partner and head of policy research for Strategas Securities, to look beyond the postelection rally and find out which businesses could get a boost in Trump's next term. Plus, he takes stock-specific questions from Pro subscribers.