Markets reacted with sharp declines the victory of Donald Trump, but the candidate's victory speech helped mitigate losses.

Who benefits:

The sectors of defense and armaments can benefit due to more muscular foreign policy that Donald Trump said he wanted to follow. Also the sector of minerals and energy can potentially benefit.

Investors will opting for safe haven assets such as gold, bunds, etc...

The currency market:

The Mexican peso had the fourth biggest drop ever, and it is expected that the ECB has a reaction this afternoon.


Trump victory, may withdraw pressure to EDF up the reference rate in December, which also eventually generate some weakness for the dollar against a varied basket of international currencies.
Перевести на Английский Показать оригинал