November 10, 2024
https://youtube.com/live/96OZ1fLWoaU

🔴 🔴 🔴 The 2024 US presidential election has concluded, with Donald Trump returning to the White House. This political shift is poised to influence global markets. On 8th November, 2024 - Beyond Insights hosted a live session broadcasted to our Youtube Channel and moomoo community as we anticipated some major market move that will be affected by the following:

1️⃣ Post US election impact on US and Global market as a result of Donald Trump winning with a significant majority and claiming majority seat in the Senate.

2️⃣ China’s top legislative body will hold a highly anticipated session in Beijing from Nov 4 to 8, as investors watch for any approval of fiscal stimulus to revive the slowing economy. China and Hong Kong stocks are likely to have big move in anticipation of the stimulus. A follow through will depend on policies detail.

3️⃣ The Fed will be announcing rate cut decision this Friday (3am Malaysia time) / Thu 2pm New York time. Whether you’re a seasoned trader or new to investing, join us as we explore the potential impact and discuss actionable insights for protecting and growing your portfolio.

Highlights

  • 📈 Market Reactions: The US dollar saw bullish performance following election results, indicating investor confidence.
  • 🏛️ Policy Implications: Trump’s victory could lead to significant tax cuts, benefiting corporate spending and economic growth.
  • 📉 FOMC Updates: The Federal Reserve’s interest rate cuts are anticipated to continue, impacting borrowing costs and market dynamics.
  • 🇨🇳 China Stimulus: China’s stimulus announcement aims to boost its economy, but the timing and effectiveness remain uncertain.
  • 💡 Investment Education: Emphasis on understanding stock analysis and trading methodologies before making investment decisions.
  • 💼 Sector Focus: Financial stocks are positioned to benefit from potential deregulation and tax cuts, while tech stocks maintain growth potential.
  • 🔍 Long-Term Strategy: Investors are encouraged to assess long-term fundamentals rather than short-term market noise for better decision-making.

Key Insights

  • 📊 US Dollar Strength: The post-election bullish trend in the US dollar reflects expectations of favorable economic policies, which can boost investor sentiment and spending.
  • 🏦 Impact of Tax Cuts: Anticipated tax cuts from Trump’s administration could enhance corporate profitability, leading to higher stock prices and a more robust economy.
  • 🏛️ Interest Rate Dynamics: The Fed’s commitment to cutting rates signals an easing monetary policy, which can stimulate economic growth but also poses risks of inflation if not managed properly.
  • 🌏 China’s Economic Stimulus: While China’s stimulus plan aims to achieve a 5% GDP growth, its actual impact will depend on implementation and market confidence, requiring cautious investor strategies.
  • 🎓 Educational Emphasis: Investors must prioritize learning about market trends and stock analysis techniques to make informed decisions, especially in volatile times.
  • 🏦 Financial Sector Outlook: The financial sector is likely to benefit from deregulation and tax reforms, making it a focal point for investors seeking growth opportunities.
  • 📈 Tech Sector Resilience: Despite market fluctuations, tech stocks remain attractive due to their strong growth potential and alignment with future trends in AI and tech innovation.

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