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November 11th, 2024

  • President-elect Donald Trump has a strong mandate to push through

  • The market's initial reaction is fair with equity prices and bond yields higher

  • The pace of policy changes will depend on whether the Republicans win the House

  • The greater risk is to inflation - certainly if there is mass deportations, and much higher tariffs

  • The dollar has rallied, but so too Bitcoin and Gold - we believe more in the latter for the long term



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