US futures jump on tariffs relief, dollar stumbles: Markets Wrap

Published On Jan 20, 2025, 9:23 AM

U.S. equity futures surged and the dollar weakened following reports that President-elect Donald Trump will not impose new tariffs immediately upon taking office. Instead, he plans to analyze trade policies and relationships, particularly with countries like China, Canada, and Mexico. This news provided relief to investors who had been concerned about the potential for aggressive tariff actions that could disrupt markets. As Trump prepares for his inauguration, analysts note that any forthcoming fiscal stimulus may keep the dollar strong and elevate Treasury yields, with some predicting a rise in 10-year Treasury yields to 6%.

Stock Forecasts

SPY

Positive

The expected delay in implementing new tariffs should reassure investors, allowing for a more stable market environment. Companies that were negatively impacted by tariff fears may now see a boost in their stock prices as investment sentiment improves.

VCLT

Negative

Trump's potential fiscal stimulus and focus on domestic energy production may negatively affect renewable energy companies, as a shift back to fossil fuels is anticipated under his administration.

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