Trump's Victory + Republican Sweep in Congress
US Dollar: Very bullish for the dollar, expected to rise against other currencies.
US Treasuries: Slightly higher fiscal deficit and potential for higher tariff expectations pushing Treasury yields up.
US Stocks: Corporate earnings in the US are supported, bullish for US stocks in the medium to long term; small-cap stocks and cyclical sectors may perform better; financials and fossil fuels are expected to outperform the market.
Gold: Very bullish.
Bitcoin: Major positive impact.
Oil: Bullish in the short term, bearish in the long term.
Musk has bet everything, what do we have to fear?
