Will Hampton’s Post

Regardless of political preference, Chief Executive’s November CEO Confidence Index shows the overall sentiment for business has turned positive since the presidential election, as CEOs say that no matter who is in the White House in January, the mere fact of being past the uncertainty and friction of this presidential election cycle is enough to propel businesses forward.  Two-thirds of the 206 CEOs polled November 6-9 say they now expect business conditions to improve in 2025, up 21 percentage points from 43 percent in October. That jump is the highest on record since the Covid-19 vaccine was announced, giving hope that life—and commerce—would soon return to normal. #staffing #manufacturing #logistics #distribution https://lnkd.in/erQJRT7E

🚀 Fortune Analytics just dropped some spicy insights on what’s keeping American CEOs up at night! 🌙 Here’s the scoop: ⚫️ A whopping 60% of execs say geopolitical instability is their #1 worry—yikes! 🌍 ⚫️ 46% of CEOs are sweating over the upcoming November elections, fearing new tax and regulatory headaches. 🗳💸 ⚫️ Only 19% are riding the Gen AI wave regularly—hello, future! 🤖✨ ⚫️ And guess what? COVID is off the worry list for everyone—2% think it’s still a threat, down from February. Talk about a glow-up! 💪😷 What do you think? Are these leaders onto something or just riding the drama train? 🚂💨 #CEOInsights #BusinessTrends

🇺🇸 What a rollercoaster ride that was! The 2024 US election has brought seismic shifts, with former President Donald Trump declaring victory over Democratic rival, Kamala Harris, and looking likely to return to the Oval Office after his inauguration on 20 January 2025. As the race continues to confirm the 47th presidential election, in every state that has counted most of its votes, Trump has improved on his performance from 2020 - marking what appears to be one of the most extraordinary political comebacks in modern American history Trump becomes the first president since Grover Cleveland in the late 19th century to secure two non-consecutive terms in office - proving once again that polls have underestimated support for the controversial Republican candidate. The Republican Party is also projected to win control of the Senate - a flip that shifts the balance of power in Washington that will grant Trump the authority to make cabinet and Supreme Court appointments with minimal opposition. So what does this mean? From anticipated policy changes, to shifts in international relations and global diplomacy, this news will lead a lot of businesses to redefine their short and mid-term strategies and partnerships. Because a Trump victory signals a significant shift that will shape not only the U.S. but the entire global landscape over the next four years. And while the stock market is inherently volatile and things may shift once all results are confirmed, for now, the dollar has strengthened against major currencies, and Asian stock markets saw early gains too. From a leadership perspective, Donald Trump’s widely anticipated victory is likely to spark deep reflection and soul-searching across the U.S., with pollsters delving deeply into the data to understand a result few expected to be this decisive. All I know is, however we feel about the results as individuals, as leaders it is critical that we stay engaged and informed as we navigate this new chapter together. #USElections

President Biden delivered a phenomenal State of the Union speech tonight at the U.S. Capitol — the state of our union is indeed strong and getting stronger. The White House inherited an economy that was on the brink. President Biden has led efforts to pass and sign into law more than 400 bipartisan bills, and transformational historic legislation like the American Rescue Plan, the Infrastrucure Investment and Jobs Act, the Inflation Reduction Act, and the CHIPS and Science Act and now our economy is the envy of the world! Creating a record 15 million new jobs in just three years. Nearly 300 thousand are new clean energy jobs. Catalyzing $650B of private sector investment from new industrial policy. Unemployment is at 50-year lows. A record 16 million Americans are starting small businesses. With historic job growth and small business growth for Black, Hispanic, and Asian-Americans. 800,000 new manufacturing jobs in America and counting. More people have health insurance today than ever before. The racial wealth gap is the smallest it’s been in 20 years. Wages keep going up and inflation keeps coming down! Inflation has dropped from 9% to 3% – the lowest in the world! The Biden Harris Admin has taken the most significant action on climate ever in the history of the world. We’ve rejoined the #ParisAgreement We’re Cutting our carbon emissions in half by 2030. Creating tens of thousands of clean-energy jobs, like the International Brotherhood of Electrical Workers (IBEW) workers building and installing 500,000 electric vehicle charging stations. Conserving 30% of America’s lands and waters by 2030. Taking historic action on environmental justice for fence-line communities smothered by the legacy of pollution by setting Justice40 policies that ensure 40% of the benefits of climate investments flow to low income and disadvantaged communities. Patterned after the Peace Corps and Ameri Corps, the White House and AmeriCorps launched the American Climate Corps to put 20,000 young people to work at the forefront of our clean energy future, promising to triple that number this decade. Climatetech is booming, attracting 70% of all venture capital investment last year. And the best is yet to come. Lets reelect this President for four more years to finish the job! #SOTU #StateoftheClimate #bidenharris2024 Women for Biden-Harris Biden for President Youth for Joe Biden Clean Energy for America Climate Power #climatetech #vote2024 Democratic National Committee

On the heels of the election, the Endeavor Business Intelligence Pulse Survey ‘After The Vote’ captures business leaders’ changing priorities, expectations and confidence levels. Two headlines: A majority of respondents—58%—are optimistic about the coming year and 43% are ‘very confident’ in the incoming Trump administration’s ability to handle key economic issues. Click below to download the full report. #strategy #management #leadership #election

Strategy in Crisis: A Hypothetical Win-Win for Stability Imagine a polarized nation on the brink of unrest—Donald Trump wins the 2024 U.S. presidential election. Could this outcome, while controversial, serve as a strategic compromise to stabilize the nation? For Democrats, Trump’s final term could: - Reaffirm democratic processes by showing fairness in elections. - Strengthen their base for 2028, uniting around a clear opposition. - Hold Trump accountable, showcasing their governance alternative. For Republicans, it could: - Energize their base while consolidating party leadership. - Use Trump’s term to pivot and shape a post-Trump era. - Demonstrate governance maturity by balancing bold policies with institutional stability. This scenario shows how strategy can defuse immediate risks while setting the stage for long-term gains. It’s not about who wins—it’s about ensuring everyone emerges stronger. At Stetix Limited, I specialize in turning complex challenges into opportunities. Let’s connect to explore how strategic thinking can transform your organization’s future. #StrategyConsulting #Leadership #CrisisManagement Read The Full Article Attached

Trump Win: My thoughts on Implications for Business and Politics The possibility of Donald Trump winning the 2024 presidential election carries significant ramifications for both the political landscape and business environment. Economic Policy Direction: Trump’s focus on deregulation, tax cuts, and a business-friendly environment could be a boon for corporate growth and investment, particularly in sectors like energy, manufacturing, and tech. However, potential trade policy shifts could create uncertainty, especially in global supply chains. Market Sentiment: Historically, markets have responded positively to Trump's pro-business stance, particularly his tax reform measures and attempts to reduce government intervention. But volatility remains a key concern, as investors brace for the potential disruption of policy changes or geopolitical tensions. Political Polarization: Trump's win would further deepen the current political divide in the U.S., affecting bipartisan cooperation on issues such as healthcare, infrastructure, and climate change. The prospect of more contentious elections could lead to heightened uncertainty both domestically and internationally. Corporate Social Responsibility (CSR): Companies may face pressure to take stronger stances on social and environmental issues, especially as public sentiment on issues like climate change, diversity, and labor rights grows. For business leaders, preparing for a potential Trump win involves staying agile, monitoring policy shifts closely, and maintaining a focus on risk management, particularly in global operations and supply chains. What are your thoughts on the potential implications for your industry? #Trump2024 #BusinessLeadership #Politics #EconomicPolicy #MarketTrends #RiskManagement

With markets showing increased odds for Trump over Harris, this is how the S&P 500 has historically performed under previous Republican administrations. We’ve just published a comprehensive, data-driven analysis examining the performance of the S&P 500 from 1960 to today under various Republican and Democrat presidencies. This article covers through charts the returns, volatilities and drawdowns of each term. Overall, the data indicates that the S&P 500 tends to deliver stronger annualized returns and better risk-adjusted performance under Democrat administrations (9.64% vs. 5.68%). This raises an intriguing question: are these differences primarily a result of distinct fiscal policies, or do they reflect the economic conditions one party inherits from the other? Factors like policy continuity, timing in the economic cycle, or global conditions may play a role. Leave your thoughts in the comments—what do you think drives this disparity? Read the full article here: https://lnkd.in/deWj7dJv P.D: Never miss these insights again! Subscribe to our FREE weekly newsletter for exclusive data-driven investment research, investor positioning trends, and essential macroeconomic insights. Link: https://lnkd.in/dX32v5qJ Help these insights reach fellow investors by reposting, liking and commenting on this post! Your support is greatly appreciated. #USElections #politics #markets

I endorse Kamala Harris for President. (Why should newspaper editors have all the endorsement fun?*) Recent, credible reports (links below), say that business giants like Jamie Dimon, Bill Gates, and Warren Buffett are supporting Harris, but choose not to speak out publicly. Why the secrecy? They should be proud of their choice. Putting aside for the moment the vast differences between the candidates on social issues, let's focus on climate and business -- two LinkedIn-friendly areas I've dedicated my life's work to. As the UN reported yesterday, the climate situation is dire. The Biden-Harris admin passed the Inflation Reduction Act, one of the most significant climate actions in history. Meanwhile, Trump dismisses climate concerns and has an inexplicable hatred of wind power. And for those of you (or your loved ones) voting primarily on economics, VP Harris is the best choice (not by my judgment, but by top economists). A special report in The Economist describes the US economy as "the envy of the world." Under the Biden/Harris administration, we've rebounded impressively from the pandemic, outperforming the world. If we credit presidents with economic conditions (I think that's dubious, but many people vote on this), then Biden & Harris have done an amazing job. And Trump's economic plans? Here's the Wall Street Journal: "Economists Say Inflation, Deficits Will Be Higher Under Trump Than Harris" There's some sentiment (polls show) that Trump will be better for your pocketbook. It's just not true. Harris offers a more promising economic future. #election2024 #Harris *News flash...just saw that The Washington Post is NOT going to endorse anyone. Not sure what that means.

This is a great piece by Ed Dolan, in which he shows that : "Governments are strong where leaders follow the rules. Where leaders break the rules, governments are too weak to fix much of anything. That holds across both democratic and authoritarian regimes." What I wish the research could talk about more is not just the degree to which governments who deliver for their people follow the rules, but how quickly and appropriately they update those rules to be fit for purpose. And there's so much nuance to what it means to follow the rules. I'm finally reading Unit X, about the creation of the Defense Innovation Unit Experimental (great read, btw!) and reminded of how often effective mission-driven public servants who are trying to achieve real results within a stultifying bureaucracy are accused of breaking the rules when they are not because there are so many conflicting authorities with a wide berth for interpretation. Rule following is both absolutely necessary and, on a practical basis, easy to weaponize in the service of a dysfunctional status quo that drives unrest. I strongly agree with Ed that the desire for disruptive leadership that ignores the rules simply invites chaos and more of the problems that plagued the public in the first place, but governments are not just strong where leaders follow the rules -- they are strong where leaders have the strength to address the accumulation and accretion of rules that no longer serve us. https://lnkd.in/ghDhF9ip https://lnkd.in/gZ6gvspS