Wahlergebnis als Hebel: Diese 2 Sectors bieten jetzt Renditechancen

Defensive attacks are over, and the market statistics are about the Ruder – most people will attack the young players in the American stock sectors. Based on an Australian representative of ETFs on the trading day of the month (November 11) said a clear picture: providers () were very fresh fragmented, aber die nachfrage hat sich in the letzten laid, während Kommunikationsdienste () and Finanzwerte () kräftig jijegten and now one of the leading sector rankings for 2023 in the Pole Position camps.

Has that changed? Die Wahl von Donald Trump let Woche.

“The Aktienmarkt has the Wahlergebnis gefeiert. In the day-to-day nervous market, investors see that they have found higher inflation and higher inflation,” said David Kotok, Mitbegründer and CIO of Cumberland Advisors.

Cathie Wood, CEO and CIO of Ark Invest, wrote about

Ed Yardeni, president of Yardeni Research, said the end of the years was one of two things we would do. “If you see a business-friendly management at work, the management can be done in a positive way – not just for Unternehmen, but for private individuals. Darüber has made a major deregulation schritte,” erklärte Yardeni gegenüber Yahoo Finance.

The young company with the market-oriented sector offers this ideal stimulation in broader mirrors: The Communication Services Select Sector SPDR ETF Fund (XLC), the commercially-oriented Aktien wie Meta (NASDAQ:), Alphabet (NASDAQ:) and Netflix (NASDAQ:) umfasst, It is in the last few days that the year has started with a Plus of 34.2% – it is good for Finanzwerten (XLF) and we are on the Breten Markt () as well as the Versorgern (XLU).

Was it possible to use the same Stimmung chickens? If there are any more fiscal and inflation risks, Trump’s political plans will be behind him or he will gain control. “The Trump administration’s first priority,” said Steve Mnuchin, Trump’s Treasury Secretary, “and Congress’s problem will arise if the Republican is the controlling representative.”

The idea that politics – the policies, debts and migration of inflation – was being marketed while inflation continued was generally defied by the government. I’m coming back years later for Trump and the Republicans on a renewed path as inflation meets inflation and takes eight fiscal risks.

Another potential problem: the politicization of money politics. Trump is happy that the Fed has moved in his best lending direction. “I think I have the right to say, ‘I think there is a point to exist or to feel,’” it is a kürzlich at the Chicago Economic Club.

The moment I ignore the Aktienmarkt, there is a poor representation of US government bonds. As of September, the yield on the 10-year government bond has risen by 70 basis points to 4.31% – but for a high of 5% in the year 2023. If the yields are aber wieder and that mark is re-arranged, the party on the Aktienmarkt fast legs.