What to watch: President-elect Donald Trump will take office in January 2025 with Republican control of both the Senate and the House and with a conservative-leaning Supreme Court. The president-elect has moved quickly to appoint cabinet members, agency heads and other advisers who share his vision. He has also appointed individuals to new roles and created a Department of Government Efficiency.
Why it matters: CEOs are looking forward to 2025 with renewed optimism with the expectation that business conditions will improve. This sentiment is notwithstanding cautions from notable economists that the strategies of a second Trump administration may keep interest rates high and lead to inflation.
Who are the winners and losers? This Flash Report summarizes our current thinking on the potential industry winners and losers based on information available, along with sectors that are not clearly in either category.
