This Schroders Report provides insights into market reactions and economic impacts following Trump’s re-election. Key takeaways include:
• Pro-growth policies and potential trade barriers may drive U.S. inflation higher, with implications for global trade and stronger dollar forecasts.
• Bond yields are expected to rise with fiscal expansion, posing challenges for fixed income markets.
• Emerging markets face downside risks due to expected tariffs, with currency pressures likely impacting trade-exposed economies.
For a deeper analysis of policy impacts across asset classes, access the full report.
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