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Morning Note November 10, 2016
Thursday, November 10, 2016

SPX Up, Dollar Up, Crude Down

In the aftermath of a Trump Victory, the global re-pricing of inflation expectations continues to surge making all global markets “great again”. The euphoria in global equity markets is mainly due to the market’s hope of fiscal stimulus via a Trump Administration. The short-term implications of fiscal stimulus would be positive, but the medium-long term would be self-defeating considering the additional debt.

Citi strategists note today, “The outcome of the U.S. election leaves the policy and macroeconomic outlook in the U.S. and globally with major uncertainties. Acknowledging these major uncertainties, we expect the new administration to pursue some deregulation, fiscal expansion, and reassess the costs and benefits of free trade. The combination of policies could be inflationary, quicken the path of Fed hikes and strengthen the dollar.”

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