Strategic Intelligence: US Elections 2024 Executive Briefing (Second Edition)

Strategic Intelligence: US Elections 2024 Executive Briefing (Second Edition)



Summary

A trump 2.0 Presidency will have significant implications for the US and the wider global economy.

Donald Trump will become the 47th President of the US. Given the inevitability of change, and the prospect of its being frontend loaded, businesses must understand this outcome's implications for the US and the world - and start strategic planning

Trump 2.0 will focus on four policy priorities: tax cuts/financial deregulation; protectionist tariffs on imports from China (especially) and other trade partners designed to reverse the harms of globalization for American workers; combatting illegal immigration; and promoting abundant and cheap energy. This package spells pain before (any) gain, contains many internal contradictions, and entails persistent disruption and uncertain

Trump 2.0 will be very different from Trump 1.0. He will make impacts from the outsets with a strong mandate and a loyal set of key appointees to key positions.

Scope
  • This report discusses how the election of President Trump will impact the US and global economy.
  • It explores his likely policies and what their impact will be.
  • It explores the sectors that will potentially be most impacted, including energy and automotive.
Reasons to Buy
  • Expect action from Trump from day one, as a President's second term is often sees as a two-year administration until the mid-term elections in 2026.


Executive Summary
What Will a Second Trump Administration Look Like?
US-China Decoupling Outlook
Sector Analysis
Aerospace, Defense & Security
Automotive
Consumer
Energy
Financial Services
Media
Pharmaceuticals & Healthcare
Technology
Further Reading
Our Thematic Research Methodology
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