cover of episode What Trump’s win means for markets and portfolios

What Trump’s win means for markets and portfolios

2024/11/7
logo of podcast Goldman Sachs Exchanges

Goldman Sachs Exchanges

Shownotes Transcript

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, who co-leads the equity execution team on the Cross Asset Sales desk in the firm’s Global Banking and Markets business, discuss the sustainability of these moves and the medium- and longer-term market implications of the election outcome.