MTC Market Insights
December 2, 2024
Policy Prospects, Rising Expectations
Key Takeaways
U.S. elections have concluded with the return of Donald Trump as our next President and a Republican controlled Congress.
Strong economic trends in the U.S. could lead to reflation, posing a potential policy headwind for the Federal Reserve.
Prospective policies point to upside potential for asset classes, like U.S. small-caps, while presenting headwinds for international.
