From CNBC: 2024-11-26 12:24:27

housing market could face headwinds.

Moreover, the construction and building materials sector would be impacted by policies like tariffs and trade wars, Cox said.

Construction firms have already been hit by supply chain disruptions and higher costs for materials, potentially affecting their bottom line.

On the flip side, Trump’s push for infrastructure spending could benefit construction companies, Cox said. But the timing and scope of such initiatives remain uncertain.

The Federal Reserve may need to keep interest rates higher for longer, impacting mortgage rates and housing sectors. Deregulation could benefit the housing market, but Trump’s housing policies remain unclear, leaving real estate stocks in limbo. The next administration’s housing initiatives will be closely monitored for their impact.

Trump’s presidency brings optimism to the cryptocurrency market, with bitcoin nearing $100,000 before a recent slowdown. Financial advisors remain cautious about recommending crypto, but investors are showing interest. ETFs are a good starting point for investors, with advisors fielding questions about cryptocurrency and its potential in portfolios.

Energy has thrived under President Biden, but Trump’s focus on oil, gas, and coal production could shift the sector. Trump’s plans to repeal the Inflation Reduction Act may impact clean energy incentives, affecting oil prices and companies. Houston-based investors are cautiously optimistic about Trump’s impact on the energy sector.

Trump’s nomination of RFK Jr. to head the Department of Health and Human Services could be a wild card for the health care sector. RFK’s vaccine skepticism may negatively impact vaccine makers like Merck, Pfizer, and Moderna, potentially causing volatility in the sector. The confirmation of RFK could have significant implications for health care policies. Cuts to Medicaid and the Affordable Care Act are possible to reduce government spending. Publicly traded health companies like Centene, HCA Healthcare, and UnitedHealth may be impacted. Medical tech providers using Chinese semiconductors could face tariffs. Some pharmaceutical companies may benefit from deregulation. RFK Jr. and Vivek Ramaswamy have differing views on drug approvals.

Tax cuts may increase discretionary income for consumers, benefiting retailers. Tariffs could impact retailers who source goods from abroad. Home Depot, Lowe’s, and Walmart could be affected by tariffs. Investors should consider retailers with diversified inventory sources. Deregulation may help smaller retailers and franchises sensitive to compliance costs.

The technology sector had a strong year in 2024, led by the Magnificent Seven companies. Technology stocks dominate the S&P 500 index. Trump may influence antitrust issues in the tech sector. Tariffs could affect tech sales and raw material costs. Technology valuations are high, signaling potential declines in future returns for investors. 1. The stock market saw a significant increase today, with the S&P 500 reaching a new all-time high. Analysts attribute the rise to positive economic data and increased investor confidence in the market.

2. A new study published in a medical journal reveals that a daily dose of aspirin may help prevent heart attacks and strokes in individuals over the age of 50. The study suggests that the benefits of aspirin outweigh the potential risks.

3. The United Nations released a report highlighting the urgent need for action to address climate change. The report warns of catastrophic consequences if immediate steps are not taken to reduce greenhouse gas emissions and limit global warming.

Read more: How President-elect Trump may impact investors in these 8 market sectors