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Wednesday, November 6, 2024

'From banks to small-caps, Trump victory drives rally in stocks'

 Donald Trump's U.S. presidential election victory boosted the stock market on Wednesday as investors bet on lower corporate taxes and deregulation, lifting shares of Tesla , banks, small-cap companies and Trump's own media company.

His promise to make Tesla CEO Elon Musk head of a government efficiency commission after the billionaire backed Trump throughout his electoral campaign sparked a 15% surge in shares of the electric automaker.

Wall Street's main indexes jumped to record highs, with the Dow Jones industrial average rallying almost 4% and the S&P 500 more than 2% higher. The small-cap Russell 2000 index jumped almost 6% to its highest in nearly three years.

"Business animal spirits could be rekindled once again from Trump's pro-business approach, which could lead to a more robust capital expenditures and investment environment," said Jeff Schulze, market strategist at ClearBridge Investments.

Trump Media & Technology Group, majority-owned by Trump, jumped 6%. The company late on Tuesday reported quarterly results that showed the Truth Social parent's revenue was just $1 million.

The stock has more than tripled in value from its lows in late September, valuing Trump's stake at over $4 billion.

POLICY DETAILS AWAITED

Trump's Republican Party also secured the Senate and was making gains in the House of Representatives, potentially making it easier for the president to legislate his proposals and push through key appointments.

Markets "have priced in a pretty strong mandate for the Republicans and are biasing toward most of the Trump trades," said Scott Chronert, U.S. equity strategist at Citi.

"The market focus seems to be putting more emphasis on deregulation, tax cuts and a more business-friendly backdrop."

Wall Street lenders JPMorgan Chase, Bank of America and Goldman Sachs jumped between 8% and 13% on prospects of looser regulations and more deals.

"There is an expectation that the regulatory landscape will ease under the Trump administration" and that is helping financials' shares, said David Ellison, portfolio manager at Hennessy Funds, which holds several bank stocks.

Investors will also be anxious to see how Basel III, a set of global banking regulations, will be implemented by the next administration, said Greg Hertrich, head of U.S. depository strategies at Nomura.

The latest version of the proposal called for a 9% rise in banks' capital. "Whether the banks will need 9%, 6%, 4% or 0% more capital creates very different scenarios," he said.


https://finance.yahoo.com/news/trumps-media-business-tesla-surge-094620067.html

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