The Republican sweep across the White House and Congress marks the beginning of a new era in fiscal and trade policy, with wide-ranging implications for markets and global dynamics. From tax reform and deregulation to geopolitical tensions and shifting trade alliances, these changes are poised to shape the investment landscape. This commentary delves into the economic, political, and market trends emerging from these developments, offering insights into potential opportunities and strategies to navigate the challenges ahead.

Table of Contents

• Recent Events & How They Affect the Market
  
  1. Election Results & Policy
  2. Inflation Monitor
• US Policies & Their Relation to the Global Market
  
  1. The Fed Pumps the Brakes
  2. The “T” Word & Global Trade
  3. Geopolitical Tensions Globally
• Conclusion
• Key Market Indices

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