Investors expect more growth and inflation after Trump win, BofA survey shows
Global investors changed their expectations on the global economy in the wake of Donald Trump's election win, and now see higher growth than they did before, as well as higher inflation, according to Bank of America's monthly fund manager survey.
Was it inflation that swung it for Trump?
But an analysis of geographically granular US inflation and the actual election results suggests that inflation didn’t have a straightforward effect on the swing to Trump. If it did, places which suffered higher inflation would have been more likely to see increased Trump share of the vote over 2020.
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