U.S. Election Special Market Insights: American System 2.0
We stand at a pivotal juncture as we transition from a wartime to peacetime economy. The U.S. Federal Reserve’s shift towards a more proactive monetary policy aligns with the new Trump administration, introducing uncertainties that could profoundly impact risk assets. The longstanding strategy of interest rate cuts and increasing liquidity, prevalent since the late 1980s, is now under scrutiny as we enter this new era.