cover of episode Decoding "Blue Stocks" and "Red Stocks": the Industries That Trend with Politics

Decoding "Blue Stocks" and "Red Stocks": the Industries That Trend with Politics

2024/7/4
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Money Rehab with Nicole Lapin

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Nicole Lappin
一位致力于财务教育和媒体的专家,通过多种平台帮助人们提高财务素养。
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Nicole Lappin: 本期节目探讨了美国总统大选与股票市场之间的关系,特别是美元价值对上周拜登-特朗普辩论的反应,以及民主党和共和党执政期间哪些行业往往会增长。在辩论之后,由于特朗普被认为是赢家,美元价值上涨了约0.2%。这是因为投资者认为特朗普的经济政策(例如对进口商品征收关税)会导致通货膨胀,从而影响利率和美元价值。更高的利率会使美元对寻求更高回报的投资者更具吸引力,从而增强货币的价值。 民主党执政期间,可再生能源、医疗保健、科技和基础设施等行业往往表现良好,这与民主党对绿色能源倡议、医疗保健扩张和技术进步的支持有关。共和党执政期间,国防、金融、能源和工业等行业往往表现良好,这与共和党对国防支出增加、放松管制、减税以及支持制造业和商业投资的政策有关。 然而,需要注意的是,股票市场是一个复杂的系统,受多种因素影响,政治只是其中一个因素。虽然这些行业趋势是基于历史上的民主党和共和党平台,但政党并非完全对立,而且投资者的预期也会影响市场。即使总统的平台与某些行业不完全一致,投资者也会根据执政党来预期这些行业的表现。

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Happy 4th of July, Money Rehabbers! If you're like Nicole, as you celebrate today, you might also be thinking about the elephant in the room: the election. Nicole unpacks how the value of the dollar reacted to the Biden-Trump debate last week, and which industries tend to rally when a Democrat is in the White House, and when a Republican is in the White House.

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