United States (US) Elections 2024 – Executive Briefing (Third Edition) – Strategic Intelligence
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Reasons to Buy the ‘US Elections′ executive briefing report:
- This report discusses how the key policies of President Trump, especially tariffs, 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.
How is this report unique from other reports in the market?
The report focuses on:
- Five policy areas with wide-ranging economic and business impacts and where the new Trump administration is geared for action:
- Trade war – i.e., protectionism (increased tariffs on imports into the US);
- Tech war – stemming from the strategic US-China rivalry with broad collateral damage to the global economy
- Immigration control
- Tax cuts
- Energy and climate-related policies.
- Other policies related to sector-specific impacts (automotive, energy, financial services, healthcare, and tech sectors).
To Get a Snapshot of the US Elections 2024 Executive Briefing Report
United States (US) Elections 2024 Strategic Intelligence Report Overview
Donald Trump has been elected as the 47th US President in 2025. 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 accordingly. Trump has the capacity and will to take radical policy actions with his quickly nominated Cabinet that will affect businesses in the US and worldwide. This policy agenda is the focus of this briefing.
The scope for new policies is now at its peak before the inevitable depletion of political capital in the run-up to the next mid-term elections in November 2026. Whatever the mid-terms’ outcome, the political focus will switch to the next presidential election in which Trump as a second-term President will not be eligible to run.
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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 election in the US and its result impact 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.
Consumers Who Strongly/ Somewhat Agree with the Following, Q2 2024
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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. We have already seen markets react to his announcements and policy areas such as tariffs and migrant labour could have significant economic impacts.
Expect action from Trump from day one, as a President’s second term is often seen as a two-year administration until the mid-term elections in 2026. Tariffs could have major implications for both the US economy and for the countries and key sectors that are targeted.
Table of Contents
Frequently asked questions
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Which sectors will be impacted by the 2024 US elections?
The US elections in 2024 will impact the aerospace, defense & security, automotive, consumer, energy, financial services, media, pharmaceuticals & healthcare, and technology sectors.
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How will the 2024 US election results impact the consumer sector?
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.
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How will the 2024 US election results impact the aerospace, defense & security sector?
The war in Ukraine is speeding the European defense integration. The election’s results will impact the US involvement in this process.
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