Aus Anlegerperspektive sind die Einstellungen der Kandidaten zur Zollpolitik besonders relevant. Eine Trump-Regierung, die auf eine Verschärfung der Zölle setzt, würde ein höheres Risiko wirtschaftlicher Störungen mit sich bringen – zum Beispiel durch Gegenreaktionen – und könnte politische Allianzen belasten. Im Vergleich dazu wäre eine Harris-Regierung vermutlich weniger disruptiv und könnte konkurrierende Mächte enger zusammenbringen.
Aus unserer Sicht dürften sich die unterschiedlichen politischen Pläne vor allem xto nowq Qmnqsxjs kljcczood:
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