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Bridgewater co-chief investment officer says US stocks are 'good thing' to hold now

Bridgewater's Karen Karniol-Tambour believes U.S. stocks are favorable, predicting growth despite potential tariffs and inflation, as S&P 500 rises nearly 5% post-Trump's election.

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What are the economics of the Trump trade: BofA

Bank of America discusses market reactions to Trump's win, highlighting expected tariffs, rising rates, and deregulation effects across various sectors, affecting smaller companies and labor-intensive industries.

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Will the Fed factor in Trump's fiscal policy plans at its December meeting?

Fed Chair Powell stated Trump’s economic policies won't affect near-term rate decisions, noting uncertainty over potential inflation impacts and asserting independence from political influence.

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Trump seems likely to "play nice" on Fed independence, Piper Sandler says

Analysts suggest President-elect Trump is unlikely to disrupt current Fed Chair Powell's position, emphasizing the importance of Fed independence while navigating potential economic challenges.

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Trump seems likely to "play nice" on Fed independence, Piper Sandler says

Analyzing Trump's potential impacts on the Federal Reserve, experts suggest he may respect its independence while navigating inflation and interest rates during his incoming administration.

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Trump win means 'more inflation for the US' says economist

Capital Economics predicts Trump's election could lead to inflation and stronger GDP growth but faces barriers like Congress's makeup. Fiscal expansion might provoke bond market backlash.

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Powell ready for legal battle if Trump attempts to dismiss Fed Chair - WSJ

Federal Reserve Chair Jerome Powell firmly stated he won't resign at Trump's request, signaling potential legal challenges if removed, amid discussions on Fed policy and Trump's presidency.

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Recession risk rises after Trump victory: BCA

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Bond yields near 5% a potential pitfall for risk assets, JPM says

JPMorgan analysts suggest rising US Treasury yields post-Trump's election victory could impact equity valuations, emphasizing concerns over fiscal deficits and inflation complexities.

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Column-Powell's words matter, but his actions matter more: McGeever

Bond investors should focus on Jerome Powell's actions over his words, as recent Fed meetings reflect a dovish tone despite rising bond yields and economic uncertainties.