From 2016 to 2025: Decoding the Impact of the Trump 2.0 Administration

A Thoughtful Analysis

Date:

Impact of Trump's second term

Author: Beatriz Zúñiga

For now, equity markets are rising due to optimism around growth and U.S. Treasury yields with a steep yield curve, while emerging market currencies are weakening

According to investment firms, tariffs and trade frictions do not bode well for emerging markets

A principios del próximo año, se espera que el nuevo gobierno de Estados Unidos enfrente su primera prueba significativa cuando los legisladores deban acordar un aumento

We will see the first measure of the new government early next year, when lawmakers must reach an agreement to raise the debt ceiling

Banca March, Wellington Management, Fidelity International, Janus Henderson, and Pictet AM share their vision