Fund manager Stanley Drwkniller gives an explicit look at the market after Trump’s return: “Regarding the markets, I would like to say it is complicated.”

A famous investor Stanley Drukinmeleer It is expected a possible escalation in bond returns as a result of economic growth, which may affect the profits of the stock market.

What happenedDruckenmiller, who oversees a 3 billion dollar family office, shared his view on CNBC on Monday. He pointed out that the business sector shows enthusiasm over the rise of the Trump administration, as the reactions of the executives ranged from “relief to the roundabout”.

However, through the In the interview, Druckenmiller warned that investors should not expect easy gains in the stock market during the new period Donald Trump era.

“We are talking a lot with CEOs and companies on the ground. I would like to say that the CEOs are somewhere between relief and dizzy. So we believe in animal instincts,” Drukinmeler said.

He added: “The forecasts of economic growth, low inflation and positive working conditions have increased in anticipation of policies and legislation in support of business in the new year.”

He explained that if the government’s policy fed economic growth, this may lead to an increase in bond returns, which may lead to limiting stock prices.

He said: “There will be a batch of a strong economy in exchange for high bond returns in response to that strong economy, and this type makes me do not have a strong opinion in one way or another.”

Drwkkenmeller pointed out that the stocks of stocks compared to bonds appear to be the least attractive in two decades.

“Regarding the markets, I would like to say it is complicated,” said Drwkniller.

Also read: Billionaire Stanley Drwkniller: Selling this artificial intelligence stock was a “big mistake”

Despite these concerns, Drwkkenmeller is still optimistic about companies in which the application of artificial intelligence technology can improve efficiency and enhance profits.

He also expressed the minimum concern about possible customs duties from the Trump administration, provided that they remain reasonable.

“For me, customs duties are merely a consumption tax that foreigners pay for part of it, and revenge on other countries represents a danger. But if the United States remains in a range of 10% over customs tariffs, the risks are exaggerated compared to rewards.

Druckenmiller said it will continue to take parts during the Trump administration and will focus on individual stocks more than the broader market.

Why does it matter?Druckenmiller’s expectations at a time when the global economy is struggling with the effects of the epidemic. The expected rise in bond returns can affect investor strategies and the general performance of the stock market.

His optimism about the adoption of artificial intelligence technology indicates the increasing importance of digital transformation in the business world.

As the Trump administration continues to form economic policies, the investor community will closely monitor the interaction between economic growth, bond returns and stock market revenues.

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Peter Lynch’s advice to earn money: “When things turn from bad to semi -terrible to good, you can make a lot of money.”

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