The week has concluded with strong performance across the board in US equities. Indexes are at all time highs, with the S&P500 flirting with 6000 and the Nasdaq on its way to 20000 points. President elect Trump is inheriting a very strong market, and an economic context dominated by low inflation, low unemployment, and as you can see in the chart below, corporate profits at an all time high vs GDP. But it also inherits a $36Tn National debt bomb, which needs to be reduced, managing government spending. The next few weeks, he will need to design his cabinet and appoint key people to manage the country for the next 4 years. With high valuations, high profits, and high margins, there is little room for improvement unless there is true innovation. AI might be the key for his presidency.
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