United States (US) Elections 2024 – Executive Briefing (Second Edition) – Strategic Intelligence

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United States (US) Elections 2024 Executive Report Overview

Donald Trump will become the 47th US President and a Trump 2.0 Presidency will have significant implications for the US and the wider global economy. Given the inevitability of change and the prospect of its being front-end-loaded, businesses must understand this outcome’s implications for the US and the world and start strategic planning.

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Key Sectors ·       Aerospace, Defense & Security

·       Automotive

·       Consumer

·       Energy

·       Financial Services

·       Media

·       Pharmaceuticals & Healthcare

·       Technology

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2024 US Elections – Key Sectors

The 2024 elections in the US and its result impacts various sectors including the aerospace, defense & security, automotive, consumer, energy, financial services, pharmaceuticals & healthcare industry, and technology.

Aerospace, Defense & Security: The war in Ukraine is speeding European defense integration. The election’s results will impact the US involvement in this process. A possible return to US isolationism with the re-election of former President Trump constitutes a major risk for European defense. Overall the US defense budget is likely to grow, even with a focus on ‘America First.

Consumer: With the continued fracturing of US society’s values and vision, consumer behavior is likely to reflect partisan allegiances and personal values in areas such as ESG. One of the stand-out aspects of the US Elections 2024 result was the degree to which Trump made gains across many demographics and geographies. However, certain areas of the country, particularly the West Coast and Northeast, will undoubtedly remain solidly “Blue” in culture, and brands that adopt pragmatic, neutral, or supportive positions relative to Trump may find themselves on the receiving end of increased online activism directed against them. Likewise, brands adopting strong positions that do not align with MAGA will likely be subject to emboldened, aggressive criticism from the faithful.

Consumers Who Strongly/ Somewhat Agree with the Following, Q2 2024

Consumers Who Strongly/ Somewhat Agree with the Following, Q2 2024

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Scope

This report discusses how the election of President Trump will impact the US and global economy.

It explores his likely policies and what their impact will be.

It explores the sectors that will potentially be most impacted, including energy and automotive.

Key Highlights

Trump 2.0 will be very different from Trump 1.0. He will make impacts from the outsets with a strong mandate and a loyal set of key appointees to key positions.

Reasons to Buy

Expect action from Trump from day one, as a President’s second term is often sees as a two-year administration until the mid-term elections in 2026.

Table of Contents

  • 1. Executive Summary
  • 2. What Will a Second Trump Administration Look Like?
  • 3. US-China Decoupling Outlook
  • 4. Sector Analysis

    • 4.1. Aerospace, Defense & Security
    • 4.2. Automotive
    • 4.3. Consumer
    • 4.4. Energy
    • 4.5. Financial Services
    • 4.6. Media
    • 4.7. Pharmaceuticals & Healthcare
    • 4.8. Technology

  • 5. Further Reading
  • 6. Our Thematic Research Methodology
  • 7. Contact Us

Frequently asked questions

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