An article written by Derek Brenzil discussing the potential market impacts following Donald Trump’s inauguration in 2025.
Some key highlights:
- Tariffs and Trade Policy: The possibility of significant tariffs being implemented raises concerns about inflation and economic instability.
- Inflation Concerns: There is a risk of a second wave of inflation, which could affect interest rates and market performance.
- Energy Sector: The focus on US energy independence may lead to changes in oil prices and production dynamics
- Defence Spending: Increased NATO spending could benefit the defence sector.
- Market Volatility: We anticipate continued market volatility, making diversified and prudent investment strategies essential.