BlackRock’s New Investing Strategy for Trump’s America

"the uncertainty discount embedded in market prices should begin to thaw as businesses and investors regain their footing and seek to execute on delayed strategic initiatives"

"certain sectors and certain industries are going to benefit more from a trump presidency than a harris presidency because trump has a very different economic plan than harris for example trump has talked about deregulating oil and gas deregulating financial services investing in the military and imposing tariffs"

"our largest spender in our economy is none other than the government government spending makes up somewhere between 20 to 30% of our GDP our entire economic spending and so depending on who's in the White House the spending that happens in our economy will be impacted to some extent because the person who's leading the White House will have different proposals and different plans on how to spend this money"

"interest rates will continue to go down which will continue to stimulate these momentum stocks"

"with election uncertainty resolved the decisions on corporate capital allocations that were formerly on hold will resume as such the firm's model portfolio team which oversees about $131 billion in assets is increasing its overweight on stocks from 3% to 4% heading into year end"

"recent economic data showing that the labor market is cooling while growth remains resilient should support the Federal Reserve rate cutting campaign"

"when interest rates fall you as a startup can pay less money to borrow that money and you could potentially qualify for a higher valuation meaning get more dollars"

"Capital markets the stock market are going to see more growth in the future"