US Election Results Drive Market Divergence and Geopolitical Shifts

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- US election results have caused market divergence due to tax policy changes.
- Increased uncertainty in the euro area has led to ECB monetary policy easing.
- US GDP growth is expected to slow to 1.9% in 2025.
- Trump's tariff policies include a 25% tariff on Mexico and Canada.
- Israel's ceasefire with Hezbollah raises hopes for Middle East peace.
- Keith Kellogg appointed as US Special Envoy for Ukraine and Russia.
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