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Opinion - By Johan Van GEETERUYEN, CIO Fundamental Equity at DPAM
As a second Trump term approaches, financial markets, investors, and policymakers are closely analysing its impact on the economy, monetary policy, and specific sectors. The legacy of Trump's first term (2016–2020) provides valuable insights into what may unfold in another term, but unique factors in the current economic climate - such as inflation, geopolitical tensions, and energy markets - also contribute to this complex outlook. This article examines the potential economic shifts, key policies, and market reactions associated with a Trump victory, as well as the expected impacts on sectors such as energy, technology, and finance.
Market...
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