{"id":52531,"date":"2025-11-28T10:47:11","date_gmt":"2025-11-28T10:47:11","guid":{"rendered":"https:\/\/www.europesays.com\/ee\/52531\/"},"modified":"2025-11-28T10:47:11","modified_gmt":"2025-11-28T10:47:11","slug":"aktsiad-mida-trumpi-obbba-kulutuste-tottu-osta","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ee\/52531\/","title":{"rendered":"Aktsiad, mida Trumpi OBBBA kulutuste t\u00f5ttu osta"},"content":{"rendered":"<p>Sellel ala oleksid kasusaajad General Dynamics (GD), L3Harris (LHX), Northrop Grumann (NOC) ja Huntington Ingalls (HII).<\/p>\n<p>Kasu saavad ka kodumajapidamised, kelle kasutatavad sissetulekud kasvavad. See k\u00e4ib siiski peamiselt keskmise ja suure sissetulekuga inimeste kohta ja sellest saavad kahju vaesemad inimesed, kuna Trump v\u00e4hendab madalate sissetulekutega inimestele toiduabiprogrammi (SNAP).<\/p>\n<p>\u00abL\u00e4hiajal saavad kasu kestvuskaupade ettev\u00f5tted \u2013 jaekaubandus, autot\u00f6\u00f6stus ja reisimine, kuna keskmise ja suure sissetulekutega inimeste tulud kasvavad,\u00bb teatas pank. \u00abKuna aga SNAPi ja Medicare\u2019i k\u00e4rped l\u00f6\u00f6vad vaesemaid tarbijaid, satuvad l\u00f6\u00f6gi alla tarbekaupade tootjad ja s\u00e4\u00e4stupoed.\u00bb<\/p>\n<p>V\u00f5itjate seas on Ralph Lauren (RL), Tapestry (TPR) ja Costco (COST).<\/p>\n<p>Neljas tulusaav valdkond on v\u00e4ikeettev\u00f5tted, kus ingelivestorid ja erakapital saab toetatud l\u00e4bi suunatud maksusoodustuste ja alaliste finantseerimisinstrumentide. Sellest saavad kasu v\u00e4ikeettev\u00f5tted ja \u00fchemehefirmad ja nende pealt teenivad l\u00e4bi suurema laenukasvu piirkondlikud pangad.<\/p>\n<p>Societe Generale nimetab KeyCorp\u2019i (KEY), M&amp;T Bank\u2019i (MTB) ja Apollo\u2019t (APO).<\/p>\n<p>Oma kingitus tuleb ka k\u00fctuset\u00f6\u00f6stusele. OBBBA selged v\u00f5itjad on nafta, maagaasi ja kivis\u00f6e tootmine, kes saavad tulu energiapoliitika muutuselt. Sellesse valdkonda on pank liigitanud Exxon Mobil\u2019e (XOM) ja ConocoPhilips\u2019i (COP).<\/p>\n<p>Kokku kuuluvad Societe Generale\u2019i OBBBA portfelli 30 aktsiat, kirjutab MarketWatch.<\/p>\n<p>Varem nimetamata on seal ka United Rentals (URI), Jacob Solutions (J), Trimble (TRMB), Humbell (HUBB), Freeport-McMoran (FCX), Duke Energy (DUk), Citizens Financial Group (CGF), PNC Financial Services (PNC), Wells Fargo (WFC), KKR &amp; Co (KKR), Ultra Beauty (ULTA), Williams-Sonoma (WSM) ja Apple (AAPL).<\/p>\n","protected":false},"excerpt":{"rendered":"Sellel ala oleksid kasusaajad General Dynamics (GD), L3Harris (LHX), Northrop Grumann (NOC) ja Huntington Ingalls (HII). Kasu saavad&hellip;\n","protected":false},"author":2,"featured_media":52532,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[2404,15685,131,68,130,324,37,33,35,34,36,780,26699,26698,26700],"class_list":{"0":"post-52531","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ari","8":"tag-aktsia","9":"tag-aktsiaturg","10":"tag-ari","11":"tag-bors","12":"tag-business","13":"tag-donald-trump","14":"tag-ee","15":"tag-eesti","16":"tag-eesti-keel","17":"tag-estonia","18":"tag-estonian","19":"tag-investeerimine","20":"tag-obbba","21":"tag-one-big-beautiful-bill-act","22":"tag-societe-generale"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ee\/115626930815045008","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/52531","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/comments?post=52531"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/52531\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media\/52532"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media?parent=52531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/categories?post=52531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/tags?post=52531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}