Yorkville Asset Management

Insights - Trump 2.0

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.

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