Bridgewater fund Co-Chief Investment Officer Karen Karniol-Tambour stated that US stocks are a "good thing" worth holding. She added that she expects strong economic growth in the USA under the leadership of the Trump administration.
According to the Wallstreetcn app, Bridgewater fund Co-Chief Investment Officer Karen Karniol-Tambour stated on Tuesday that US stocks are a "good thing" worth holding. She added that she expects strong economic growth in the USA under the leadership of the Trump administration.
Since Trump's victory, the S&P 500 index has risen by nearly 5%. Karen Karniol-Tambour stated that despite the ten-year US Treasury bond yield reaching a four-month high after Trump's victory, the prospect of US economic growth is driving the stock market higher. She said: "We may still have room for growth, even in the face of taxes and many unknown factors."
Market concerns that Trump's promised policy of imposing tariffs on foreign countries during his campaign may lead to a return of domestic inflation in the USA, thereby keeping US interest rates high, and the Federal Reserve may also reduce the extent of interest rate cuts or even raise interest rates again as a result. In response to this, Karen Karniol-Tambour stated that higher economic productivity may help offset the inflationary impact of tariff policies.