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Investment Weekly

The first 100 days of Trump 2.0
02 May 2025

    Chart of the week – The first 100 days of Trump 2.0

    Chart of the week – The first 100 days of Trump 2.0

    The first 100 days of Trump 2.0 have been a rollercoaster ride in investment markets. Volatility has been driven by policy uncertainty, requiring investors to not only consider what the landing zone for tariff policy might be, but also how much damage may have already been done. After a sharp decline in the US dollar, and volatility in stocks and bonds, the critical issue now is what happens next?

    More from this week:

    Market Spotlight

    • Power hungry

    Lens on…

    • Wait and see
    • India’s bond appeal
    • With friends like these

    Read the full commentary PDF, 532KB