For Trump there are only two options, either he wins, or he wins, that is his “math”, win, win for him. Since the beginning of the road to the presidencies that the still tenant of the White House has indicated what he was going to, there is no way to accuse him of not warning in advance, that was a point which has generated some clouds of uncertainty on Wall Street in recent weeks, Trump’s problematic streak may cause investors a lot of headaches, in the sense that it can substantially delay the validation process of the new US president, with a push through the courts, and thereby also delay negotiation for a new stimulus package for the American economy, since Democrats and Republicans are unlikely to sit at the same table with the will to solve the problem, in the middle of a fierce judicial war for the White House.
But despite the numerous defects of the man who was at the helm of the largest economy in the world, the truth is that the market liked his mandate, with the S&P500 increasing by more than 50% in these four years, after the day it became known that he would be the new president, Wall Street has reacted very negatively. The reason for this delight is not difficult to find, since one of his first measures was to reduce taxes on companies, something that investors definitely do not want to be reversed, regardless of who comes to occupy the place. In addition, Trump was an apologist for a weak US Dollar and low financial costs, all of which are conditions that substantially please a market addicted to extreme liquidity and cheap money, which indirectly pushes much of fixed income capital to the stock market, for example. lack of investment options, a scenario that is unlikely to change in the next two years.
