"The Impact of a Second Trump Term on Market Sentiment"

TL;DR Summary
UBS strategists caution that investors may be mistakenly assuming a second Trump term would mirror the first in terms of market performance, pointing out that the current economic and market conditions differ significantly from those at the start of Trump's first term. They expect a partial extension of Trump's 2017 tax cuts and anticipate a Republican sweep initially favoring financial markets, but with smaller long-term gains compared to Democratic sweeps.
- This is the mistake investors are making in thinking about a second Trump term MarketWatch
- A Trump Win Isn’t Behind the Stock Rally. What Markets Really Care About. Barron's
- Markets 'complacent' about the risks of a Trump win, strategist says CNBC
- David Rosenberg: What another Trump term could mean for markets The Globe and Mail
- Wall Street is already weighing likely impact of a Trump presidency on markets MarketWatch
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