What Is A Trump Trade And Should You Play It?

29 Jul 2024

by Matt Gertken, Chief Geopolitical/US Political Strategist Irene Tunkel, Chief Strategist

The Trump trade is just a trade, not an investment, and a risky trade at that. It wagers simultaneously on a soft landing and a Trump victory. Yet Trump's victory is more likely amid slowing economic growth than a soft landing. Investors should position for the slowdown first, then the trade shock, and only then take on more risk in the form of “Trump trade winners.”

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