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Search resuls for: "Republican Presidency"


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Drew Angerer/AFP/Getty ImagesObama is fired up and ready to goObama is feeling “the fierce urgency of now” again. “We do not need to see what an older, loonier Donald Trump looks like with no guardrails,” Obama said this week in Detroit. No president, no vice president, no senator, no governor is going to solve every problem,” Obama said in Madison, Wisconsin, this week. I think it should happen.”Yet for all his political skills, Obama has sometimes been unable to transfer his idiosyncratic appeal to other leaders. Former first lady Michelle Obama – who has become a female icon – will campaign with Harris on Saturday in Michigan.
Persons: Barack Obama, Bruce Springsteen, Obama, Kamala Harris, Springsteen, , Harris, Donald Trump, ” Obama, John Kelly, he’d, Adolf Hitler, Trump, , wouldn’t, Hitler, ” Harris reminisced, Obama’s, Barack Obama’s, Drew Angerer, He’s, loonier Donald Trump, ” Trump, It’s, Joe Biden, Obamaism, we’ve, “ We’re, We’re, everything’s, ” Harris, Joe Raedle, Bill Clinton, That’s, Harris –, Kristen Roland, ” Roland, Kamala, ” Roland doesn’t, Janavus Davis, Davis, ” Davis, couldn’t, Hillary Clinton, Sen, George W, John Kerry, David Urban, Clinton, Jon Bon Jovi, ” Urban, CNN’s Erin Burnett, Michelle Obama –, Organizations: CNN, Democratic, Republican nominee’s, White House, Getty, Trump, Obama, White, CNN CNN, Republican Locations: Cleveland, Georgia, United States, American, Las Vegas, Clarkston, Atlanta, Springfield , Illinois, Clarkston , Georgia, AFP, , Pittsburgh, Tucson, Detroit, Madison , Wisconsin, Oakland County , Michigan, America, Michigan, Iraq, New Orleans, Bush, Pennsylvania, Philadelphia
Against this backdrop, Wolfe Research released a basket of stocks that might be impaired under a Trump presidency. These companies would be at risk either under a 10% universal duty or 60% China tariffs. Beauty and cosmetics manufacturer Estée Lauder , down about 40% this year, could also face repercussions under a Trump win. Analyst Angel Castillo's revised price target of $332, down from $349, is approximately 14% lower than where shares closed on Wednesday. Other than these stocks sensitive to tariffs, Wolfe Research also suggested a few other ways to play the election.
Persons: Donald Trump, Wolfe, Trump, Estée Lauder, Rambourg, Morgan Stanley, Angel, Goldman Sachs, Patterson, Kamala Harris, Wolfe's Organizations: Republican, Wolfe Research, Democratic, Eagle Outfitters, Eagle, Bank of America, Trump, HSBC, Caterpillar, UTI Energy, NextEra Energy, Centene, AES Corp Locations: China, Greater China
download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email. AdvertisementOne election result may cause 'seismic shocks'Partisans are convinced that this election is the most important ever, as they always are. The market isn't convinced, judging by where the VIX is trading just a month away from election day. "Let's think about a world where Trump gets into power and poses a 60% tariff on China," Orlik said.
Persons: there's, Tom Orlik, , Tim Walz, JD Vance, Kamala Harris, Donald Trump, shouldn't, who'd, Nancy Davis, Davis, Tanvir Sandhu, Sandhu, Chris Murphy, Murphy, Harris, Trump, Joe Biden, Orlik, Trump's, Murphy isn't, I'm Organizations: Service, Bloomberg, White, Trump, Bloomberg Economics, Bloomberg Intelligence, Traders, Biden, Nvidia, Qualcomm Locations: Susquehanna, China
Analysts say infrastructure investments are cheap relative to the rest of the market. "AI/TMT capex beneficiaries are pricing in strong growth after a year of momentum. "AI adoption has accelerated growth in electrical, thermal, and HVAC manufacturers…But unlike TMT, these sectors haven't priced in as strong growth. As infrastructure investment has slowed, manufacturing activity has only sped up, taxing increasingly older infrastructure, and America's roads, bridges and transportation systems show it. AdvertisementThe Bank of America analysts aren't the first to point to a need for increased attention to US infrastructure and industrialization.
Persons: , Goldman Sachs, Biden's, Savita Subramanian, Biden, aren't, Richard Bernstein Organizations: Bank of America, Service, Analysts, American Society of Civil Engineers, Republican, of America, Investment
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Whether it's the markets or the Federal Open Market Committee, no one seems to be getting their forecasts right. But if you want the closest thing to accuracy, French economist Christophe Barraud may be your best bet. One caveat is that Trump would need 60 seats in the Senate to implement policy changes smoothly, Barraud noted. Where uncertainty in a Trump presidency remains is on the geopolitical front, Barraud noted.
Persons: , Christophe Barraud, haven't, Barraud, it's, Donald Trump, Joe Biden, Trump, He's Organizations: Service, Federal, Market, Market Securities Monaco, Bloomberg, Business, Trump, Republican, Fed Locations: China, delinquencies, France, Italy, Ukraine, Russia
But a Republican win yielded a higher return at 15.3%. The S&P 500 fell 9% in 2000 as the tech bubble peaked months before George W. Bush's Republican win. This could increase the chances of a Trump win — at least, that's what the market thinks. The two graphs below from a Goldman Sachs note on July 8 indicate what prediction markets perceive as each candidate's odds of winning following the debate. On that front, consumer discretionary stocks are perceived as riskier under a Trump administration due to the threat of increased tariffs.
Persons: Morgan Stanley, George W, Barack Obama, Biden's, Goldman Sachs, Jan Hatzius, Goldman Organizations: Service, Republican, Democratic, Business, Bush's Republican, Trump, Republican Presidency, Republican House, Senate, Biden
Yet those numbers are reversed when asked to rate the state’s economy. In Wisconsin, negative views of the national economy outweigh positive ones by 16 points, while positive views of the state economy outweigh negative ones by 17 points. Across these battleground states, 46% of registered voters said their personal financial situation is headed in the right direction. Now, more than half of registered voters in the Wall Street Journal poll of battleground states said they either strongly or somewhat approve of the job Trump did as president. Biden is neck-and-neck with Trump among registered voters in those seven swing states on the question of protecting democracy.
Persons: Joe Biden, Donald Trump, Larry Summers, Summers, Biden, Ariel Edwards, Levy, Edwards, “ People’s, , It’s, Trump, Biden’s, Joe, Jill Biden, Robert F, Kennedy Jr, “ He’s, ” Jill Biden, Will, Sen, Bernie Sanders, Sanders “, George W, – Trump’s, Bush Organizations: CNN — Voters, Wall Street, Biden, Treasury, Federal Reserve, Gallup, Journal, Street, CBS, Vermont, White, Big Pharma, Medicare, CNN, Republican, Trump, Capitol Locations: Arizona, Georgia, Michigan, North Carolina , Nevada , Pennsylvania, Wisconsin, North Carolina, brag, Iraq
His performance so far reflects his success at transforming the Republican Party in his image. The most important message from the primaries is the most straightforward: Trump’s coalition is the dominant faction in the GOP. Like McConnell’s announcement, the choices by GOP elected officials in the primary contest signal their acknowledgement of the party’s direction. The share of GOP elected officials who have endorsed Haley isn’t anywhere near as large as her share of the total vote. But a deeper factor also explains the imbalance in support among GOP elected officials.
Persons: Donald Trump, He’s, Ronald Reagan, Nikki Haley, , Trump, Reagan, Bob Dole, George W, Bush, Mitt Romney, Whit Ayres, Democrat Grover Cleveland, Republican Benjamin Harrison, ” Ayres, Ayres, Grover Cleveland, ” Chris Wilson, Ron DeSantis, , , Gary Langer, he’s, Kyle Kondik, “ It’s, William Mayer, George H.W, George H.W . Bush, Democrat Al Gore, Haley, Dwight Eisenhower, Sen, Robert Taft, Mitch McConnell, Haley isn’t, Chris Sununu, Susan Collins, Lisa Murkowski, Liz Cheney, Wilson, Mike Johnson, McConnell, Kevin McCarthy, Jennifer Horn, Biden, William Galston, Galston, , , Kristen Soltis Anderson, isn’t, Eisenhower, “ Trump, ” Galston, ” Trump, Missouri GOP Sen, Eric Schmitt, wouldn’t, he’d Organizations: CNN, Republican, Republican Party, South Carolina Gov, GOP, Washington, Trump, Veteran GOP, White, Democrat, Democratic, Florida Gov, , ABC, University of Virginia’s Center, Politics, Northeastern University, Republican internationalists, Republicans, Chicago Council, Global Affairs, Trump’s GOP, New Hampshire Gov, South, Brookings Institution, Biden, Republican National Committee, Missouri GOP Locations: Sunday’s, Iowa , New Hampshire, South Carolina, Michigan, George H.W ., Southern, Iowa, New Hampshire, Oakland, Washtenaw, Kent, Ukraine, Trump’s, Missouri
Certain stocks are poised to perform better under Republican or Democratic leadership this coming November, according to Strategas. On Wednesday night, former president Donald Trump clinched the victory in the New Hampshire primary over former South Carolina Gov. The win now means it's "highly likely" Trump will secure the Republication presidential nomination, according to Strategas analyst Daniel Clifton. US-China trade tensions are likely to continue regardless, but we see greater escalation under Trump," Clifton said. Other names that could outperform under Democratic leadership include renewable energy company NextEra Energy , automation provider Rockwell Automation and beverage company Constellation Brands .
Persons: there's, Donald Trump, Nikki Haley, Daniel Clifton ., Clifton, Trump, Biden, Kinder Morgan, Tesla, Joe, Morgan Stanley, Erik Woodring, — CNBC's Michael Bloom Organizations: Republican, Democratic, South Carolina Gov, Trump, L3Harris Technologies, JPMorgan, Democrat, Verizon Communications, GOP Congress, California's, Tesla, Biden, Apple, NextEra Energy, Rockwell Automation, Constellation Brands Locations: New Hampshire, L3Harris, Tuesday's, China, Clifton, U.S, LSEG
Conservative organizations have released a proposed "battle plan" for the next Republican president. The plan calls for the president to end the Inflation Reduction Act, which has primarily benefited red states. The 2022 bill funnels hundreds of billions to states home to major clean energy projects, like Oklahoma and Texas. Paul Dans, a director with the Heritage Foundation, called Project 2025 a "battle plan" for the next Republican president, The New York Times reported. The Heritage Foundation did not respond to a request for comment ahead of publication.
Persons: Dans, we're, Sarah Hunt, Joseph Rainey Organizations: Republican, Service, Biden, Heritage Foundation, New York Times, Times, Joseph Rainey Center for Public Policy Locations: Oklahoma, Texas, Wall, Silicon
During a summer of scorching heat that has broken records and forced Americans to confront the reality of climate change, conservatives are laying the groundwork for a 2024 Republican administration that would dismantle efforts to slow global warming. The move is part of a sweeping strategy dubbed Project 2025 that Paul Dans of the Heritage Foundation, the conservative think tank organizing the effort, has called a “battle plan” for the first 180 days of a future Republican presidency. The climate and energy provisions would be among the most severe swings away from current federal policies. The plan calls for shredding regulations to curb greenhouse gas pollution from cars, oil and gas wells and power plants, dismantling almost every clean energy program in the federal government and boosting the production of fossil fuels — the burning of which is the chief cause of planetary warming.
Persons: Paul Dans Organizations: Republican, Heritage Foundation
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