Financial expert discusses the impact of the US election and interest rate cuts on the stock market in 2024
According to a report by e-fundresearch.com, the stock market in 2024 is expected to be heavily influenced by elections in various countries, but especially the US election. Another important topic is the expected interest rate cuts in the USA and Europe and the number of expected interest rate hikes. Almost six interest rate steps are currently priced in. Stefan Breintner, head of research at DJE, and Markus Koch, a Wall Street expert, discussed in the market outlook dialogue what developments are currently influencing the stock markets. A renewed Trump presidency could have a significant impact on the stock market, as well as whether we have already seen a “soft landing” in the economy. The attractiveness…

Financial expert discusses the impact of the US election and interest rate cuts on the stock market in 2024
According to a report by e-fundresearch.com, the stock market in 2024 is expected to be heavily influenced by the elections in various countries, but especially by the US election. Another important topic is the expected interest rate cuts in the USA and Europe and the number of expected interest rate hikes. Almost six interest rate steps are currently priced in. Stefan Breintner, head of research at DJE, and Markus Koch, a Wall Street expert, discussed in the market outlook dialogue what developments are currently influencing the stock markets.
A renewed Trump presidency could have a significant impact on the stock market, as well as whether we have already seen a “soft landing” in the economy. The attractiveness of Chinese stocks and the sectors and regions that DJE currently focuses on in its portfolio allocation are also important topics.
The upcoming elections and uncertainty regarding interest rate cuts could lead to increased volatility on the stock markets. A new term for President Trump could have a positive or negative impact on stock prices in certain sectors. Additionally, uncertainty about the US economy could play a role, as could developments in China.
It is important for investors to diversify their portfolios and be prepared for different scenarios. The coming months could be volatile and it is advisable to be well informed about the potential impact of the factors mentioned.
Read the source article at e-fundresearch.com