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Finding focus in the Trump era – #SaxoStrats
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US president-elect Donald Trump is pro-business so where should traders and investors look for profit?, asks Saxo Capital Markets’ global macro strategist Kay Van-Petersen.
Trump’s plans for huge spending on the US infrastructure have already boosted copper with the industrial metal climbing to new highs.
Van-Petersen looks at the medium- to long-term picture with Trump’s corporate tax rethink likely to boost companies with a repatriation of overseas funds and a tax amnesty.
Read more about Van-Petersen’s views here and watch Saxo’s Asia Pacific team discuss this week’s important macro issues in trading and investment here.