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US equities rally on the back of Trump’s victory in November

US equities rally on the back of Trump’s victory in November

09 Dec 2024


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The US stock market rallied in November thanks to “Trump trades” betting on protectionist policies, deregulation and tax cuts which provided a favourable short-term outlook for US equities.

Month in brief

  • The US stock market enjoyed its strongest month in a year during November
  • The Bank of England and Federal Reserve both voted to cut interest rates early in the month
  • UK Chancellor Rachel Reeves announced plans for “pension megafunds” in her Mansion
    House speech
  • UK DB pension scheme funding was broadly flat over November

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