Overview

• The S&P 500 ended a strong quarter with a slight decline as traders adjusted positions post-debate.
• Stocks tied to a potential Trump administration, such as private prisons and coal companies, surged.
• Long-term Treasury yields rose despite positive inflation data, reflecting concerns over fiscal policy.
• The US dollar strengthened, driven by expectations of higher tariffs and trade tensions under Trump.
• Solar and health insurance stocks, associated with Democratic policies, faced significant losses.