A potential Trump presidential victory is driving investors to bet on curve steepeners, as growth is likely to slow and inflation quicken under such a scenario. Morgan Stanley strategists recommend betting on a wider yield spread between two- and 10-year Treasury notes. A Trump administration may lead to fiscal expansion, a weak dollar, and a steeper US yield curve.
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Mahavir Lunawat, founder of Pantomath Financial Services Group expects the IPO market to strengthen after the Budget, driven by government initiatives to promote startups, digitization, and infrastructure development. Regulatory reforms, economic growth, and positive investor sentiment have facilitated the growth of the Indian primary market, with expectations of further deepening and robustness.
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The top-performing energy stocks in 2024 include Targa Resources (48.3%), Diamondback Energy (29.1%), and Valero Energy (20.6%). These stocks have seen significant gains, but investors should be cautious of volatility and industry risks. Instead of investing in individual stocks, consider diversified index funds or ETFs.
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