With Trump’s win, U.S. Treasury yields have surged, with the 10-year reaching 4.46% amid expectations of fiscal stimulus and deregulation. Equity markets have reacted positively, with S&P 500 futures up 2.3% and the Russell 2000 jumping 6%, as investors bet on a domestic-focused economic agenda. Meanwhile, a stronger dollar has pressured gold prices and weighed on international equities, especially in markets vulnerable to trade tensions and defense spending changes. Key Implications for Global Trade, USD, and Oil: • Trade Tensions: Renewed tariffs or restrictions on China could disrupt global supply chains, ... (full story)