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Donald Trump's return to the White House is anticipated to impact markets, global trade, and international relations. Investors await his executive orders, especially on tariffs. Meanwhile, fourth-quarter U.S. earnings, conflicts in Ukraine and the Middle East, elevated energy prices in Europe, and possible Bank of Japan rate hikes are key focal points.
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President-elect Donald Trump plans to address NATO's funding, negotiate peace in Ukraine, and pursue territorial expansions including Greenland. He also proposes tariffs on Canada and Mexico to control drugs and migration, stringent trade actions against China, and resuming maximum pressure on Iran. Trump aims to build a new missile defense system while exiting the Paris Agreement.
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So, I think markets are going to move a lot with policy announcements and that means that there could be volatility in the markets and it could be up days and down days based on what announcements are made and what that would mean for various companies and geographies.
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News and Media
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