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US 2024 Presidential Election candidates Donald Trump and Kamala Harris offer contrasting visions for the future. Trump proposed universal tariffs and a strict stance on immigration, which would be highly inflationary. Harris’s preference for higher taxes and more regulation could create economic growth headwinds of their own. Both candidates proposed policies that would be supportive for the construction sector; and while Trump’s preference for lower taxes and de-regulation can be supportive for the short term, Harris’s plans around green transition might better position the US economy over the medium to long term. In our latest insight we explore the possible economic effects of each candidate’s agenda. CRU clients can access the full insight here: https://lnkd.in/erXedxJT CRU; Alex Tuckett

Donald Trump has achieved a decisive victory, winning the Electoral College and the popular vote. At the same time, Republicans retain control of the Senate and are close to securing a majority in the House of Representatives. This historic outcome reflects a shift to the right, with Trump’s approach and messaging appealing to a broad spectrum of voters, including gains in support from Latino and Black communities. While some of Trump’s key policy objectives — like tax cuts and modifications to the Affordable Care Act — will require congressional support, his administration is positioned to enact several major changes independently. Policies on immigration enforcement, tariffs, health regulations, foreign interventions, and education could see significant adjustments, all with potential implications for the U.S. business environment. Many analysts attribute Trump’s success to two primary factors: concerns about the economy and the recent surge in migration across the U.S.-Mexico border. Despite managed inflation, Americans continue to feel its impact on their daily expenses, as rising costs for essential goods diminish purchasing power. Additionally, challenges related to the border and migration policies have amplified discussions about national security and economic stability, contributing to the appeal of Trump’s platform. In a striking move, Trump has suggested a 25% tariff on all imports from Mexico if migration flows remain unchecked, a proposal that would undoubtedly affect U.S.-Mexico trade relations. This election marks a pivotal moment in U.S. history that could influence global economic and political dynamics. It’s a time of transition for businesses across industries, with evolving policies and international relationships likely to shape both challenges and opportunities. Conquista will closely monitor these developments, remaining agile and proactive to take advantage of emerging opportunities in this shifting landscape. #WeAreConquista?#UnitedStates?#Elections?#DonaldTrump?#President?#Vote?#World?#Business?#Trade?#Economy

The biggest reason Donald Trump was given the victory by the American public was the hope that he could turn around the economy. Trump promises to cut taxes, increase import taxes, cut government waste, cut government regulations, and deport unlawful migrants. What will these measures do to our economy? Will they help or hurt? This video will show you how all of Trump's measures can improve the economy, pay down our national debt, and put our country on a road to prosperity. But.... is it a pipe dream? This video also shows the holes in Trump's economic pipe dream. This may be the only place where you can get an optimistic and pessimistic view of Donald Trump's economic policies. Enjoy! #economy #donaldtrump #election2024 #economicpolicy #reengineeringpolitics #jeffschuster #engineeringunity #importtaxes #cuttaxes #deportation #highwages #unionlabor #immigration #trumpseconomy https://lnkd.in/g4PDT9EC

Mike Johnson's narrow re-election as House Speaker signals a pivotal moment in U.S. politics. With a 218-215 vote and staunch backing from Donald Trump, Johnson's priorities—enhanced border security, tax cuts, and energy independence—aim to resonate with both voters and businesses. However, his slim GOP majority reveals deep divisions within the party, which could complicate legislative efforts. As he navigates the challenges of party dissent and demands for spending cuts, the stakes are high. Opportunities exist for growth in energy and corporate sectors, yet risks of market volatility remain due to potential government shutdowns and trade uncertainties. In this intricate political landscape, stakeholders must remain vigilant. Will Johnson unify his party to drive impactful legislation, or will internal divides stifle progress? The next move is crucial—both for investors and the future direction of U.S. policy. Let’s watch closely!

The scale of U.S. President-elect Donald Trump's victory on Tuesday signals a strong likelihood that he will have a mandate to pursue his agenda on economic, market, and foreign policy fronts. With wins in both the Electoral College and popular vote, as well as Republican control of the Senate, Trump's key policy proposals—such as tax cuts, increased tariffs, and stricter immigration controls—may advance sooner than expected, potentially in the initial months of 2025. This article provides insight into what Trump policies could mean. https://lnkd.in/eNe-FjY3

The Return of Donald Trump: What It Means for America and the World? As Donald Trump prepares to take office as the 47th President of the United States, the implications of his presidency are being widely discussed. Here are some key areas where his leadership could have a significant impact: - Economic Policies: Trump’s proposed tax cuts and tariffs could stimulate corporate growth but might also reignite inflation. His plans to extend the Tax Cuts and Jobs Act provisions and introduce new tariffs could affect both businesses and consumers. - Immigration: Trump’s stance on immigration, including mass deportations, could lead to labor shortages in key industries, potentially driving up wages and impacting sectors like construction and agriculture. - International Relations: Trump’s foreign policy is expected to be assertive, with a focus on renegotiating trade deals and strengthening national security. This could lead to shifts in global alliances and trade dynamics. - Social and Environmental Policies: Domestically, Trump’s policies might influence healthcare, climate action, and social issues. His administration’s approach could shape the country’s direction on these critical matters. - Market Reactions: Financial markets have already responded to Trump’s election with optimism, anticipating deregulation and tax cuts that could boost corporate profits. However, the long-term effects on the economy remain uncertain. In what ways do you believe Trump’s foreign policy will reshape international relations? #DonaldTrump #USElections #USPresident #PresidentofUnitedStates #ForeignPolicies #InternationalRelations #GlobalMarket

What could Donald Trump's return to the White House mean for the economy? Matthew Hodge, Partner in our Financial Planning team, dives into the potential impacts on tax cuts, tariffs, immigration reforms, and their ripple effects on markets, interest rates, and global investments. Discover what Trump's presidency might mean for you: https://lnkd.in/epTChZwg

Trump returns to the White House ??? Post-Election Update from our CIO Office With votes almost finalised, Donald Trump is set to reclaim the presidency. While this outcome may feel divisive, the US political system’s checks and balances are built to constrain presidential power. Yet, Trump's stances on key issues like tariffs, inflation, and geopolitical relations warrant close attention. For investors, policy outcomes may not differ substantially. Both parties were likely to sustain debt and imposed tariffs. Under Trump, however, inflation may rise with stricter immigration controls and heightened tariffs, though technological advances could ease the impact. Geopolitical stability remains the primary concern, especially regarding U.S. relations with China, Taiwan, and Ukraine. ?? In the short term, expected tax cuts should boost corporate profits, benefiting sectors with a domestic focus. But with uncertainty on the horizon, investors may find it prudent to stay agile in navigating these shifts. Read or download the full CIO note here - https://lnkd.in/e76cP-TC #USelection #CIOnotes

After a close fought race, Donald Trump is poised to become the 47th President of the United States. Looking at Trump’s campaign promises, as well as his actions during his last presidency in 2017, expectations are for reduced regulations across the board. Additionally, expectations are he will focus on immigration and a greater use of tariffs in international trade. How this will play out and be received by markets remains uncertain. The 2024 election has been a divisive one. With so much noise, it is bound to impact. We remain focused on delivering long-term investment outcomes and maintain conviction in our current positioning. We think making bold calls on the future based on a single event can lead to poor decisions. #election #financialadvice

Teneo Insights | Election 2024: What’s our DC Office watching? 1. Harris viewed as debate winner: A CNN poll found that 63% of viewers believed Kamala Harris won the debate, marking a significant shift in public opinion compared to previous debates. 2. Key policy disputes: The debate highlighted significant clashes on key issues like taxes, trade and immigration. Harris attacked Trump’s business tax cuts and tariffs, while Trump criticized the Biden-Harris administration’s border security policies. The two also sparred over who would take a tougher stance on China. 3. Taylor Swift’s endorsement: Taylor Swift's public endorsement of Kamala Harris immediately after the debate, which garnered millions of likes, is expected to have a notable influence on young and undecided voters. Subscribe here to receive regular updates on the 2024 U.S. presidential race, including key signposts corporate leadership teams should be following in the days and weeks ahead: https://hubs.li/Q02PC8CP0 #USPresidentialElection #Election2024 #TeneoInsights