Odaily星球日报讯 新加坡瀚亚投资的投资组合经理 Rong Ren Goh 表示，特朗普上台后，市场波动性可能会上升，因此从交易角度来看，这确实会带来机会。这种波动源于围绕他打算如何兑现部分竞选承诺的不确定性。现在，市场只关注关税前景，因为这是总统行政命令下最容易直接拉动的杠杆。（金十）

机构：未来行情将围绕特朗普如何兑现承诺而波动

Odaily Odaily News: Rong Ren Goh, portfolio manager at Hanshin Investments in Singapore, said that market volatility may rise after Trump takes office, so from a trading perspective, this does bring opportunities. This volatility stems from the uncertainty surrounding how he intends to fulfill some of his campaign promises. Now, the market is only focused on the outlook for tariffs because this is the easiest lever to pull directly under the president&#39;s executive order. (Jinshi)

Agency: Future market will fluctuate around how Trump fulfills his promises

Odaily Planet Daily Report: Pepperstone analyst Michael Brown said that a Trump victory could lead the market to focus on reflation, expected tax cuts, and potential tariff issues. The initial market reaction may include a rise in the US dollar and a decline in government bonds. Expectations of reduced regulatory burden may boost the stock market, especially energy and defense stocks. He said a Harris victory could lead to a weakening of the US dollar, as hedging operations related to Trump are unwound, and the foreign exchange market sensitive to trade will "breathe a sigh of relief". Expectations of more expansionary fiscal policy may put pressure on government bonds, while concerns about stricter regulation may put pressure on the stock market. However, the decline may be quickly bought on dips, and clean energy and technology stocks may perform better. This largely depends on the composition of Congress. For those who want to know if this election will change the long-term macroeconomic or market outlook, Brown's answer is "absolutely not". (Jinshi)

Analyst: This US election will not change the long-term macro market outlook

Odaily Planet Daily Report, according to the report of Cailian News Agency, the outcome of the US presidential election, which can greatly influence the policy direction, is uncertain, and Wall Street is on high alert. The trading desks will be on duty around the clock, and teams in Hong Kong and Singapore will also be arranged to assist. The "Trump trade" of going <long> the US dollar and going <short> bonds may be increased in position or quickly closed out. Some institutions have taken unprecedented measures for this election. A London-based hedge fund has specially prepared a "world-shocking" computer model for this moment. Some banks are preparing for the risk of social unrest, no matter how remote the risk may be, if it becomes a reality, it will shake the US, the world and the global financial market. JPMorgan Chase plans to increase staffing in Europe and Asia to cope with overnight trading and volatility; Goldman Sachs expects hundreds of sales and trading teams to work in New York until late at night, and more people are preparing to go online from home. All US employees in the industry are preparing for an all-nighter. As Harris and Trump make a final push to campaign for voters, the polarization of American society and the deadlock of the election situation, the financial industry is war-gaming the possible shocks. Currently, the market believes that Trump will win. Stocks, the US dollar and <Dai> have risen. Bond yields have risen. If Harris ultimately wins, the "Trump trade" may quickly reverse, causing a sharp market fluctuation overnight.

Wall Street works all night for the US election and asks Asia for support, anti-riot and "Trump trade" positions change dramatically

Although it is still too early to draw conclusions about the White House race, as many key battleground states have not yet decided the winner, there are clear signs of capital flows in various fields, from the government bond market to betting websites, indicating that Trump is not far from victory. The yield on the 10-year US government bond has risen by nearly 20 basis points, while the yield on similar Australian bonds has risen by nearly 12 basis points. The US dollar has strengthened, and the stock market has generally strengthened. Craig Vardy, head of fixed income at BlackRock, said the interest rate market is "steepening", which is the trend under the expectation of a Trump victory. (Jinshi)