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19 Jan 2025

Get set for Trump 2.0

• Positive tone. US equities, bond yields, & the USD rose at the end of last week. US data remains positive. Markets also positioning for Trump 2.0.• US policy. Pres. Trump will be in the drivers seat. Will he announce a range of measures after coming into power or is too much expected?• Event Radar. US Pres. Inauguration (Tues), NZ CPI (Weds), BoJ & MAS meetings (Fri), & global PMIs (Fri) in focus this week. Global TrendsGlobal equities ended last week on a positive note ahead of today’s US holiday and the US Presidential Inauguration (Tues 4am AEDT). A positive...

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