Economic Transformation in Trump's Shadow: Its Impact on Markets in 2025

Donald Trump, who made a strong return to the political scene following the 2024 US presidential election, appears poised to leave his mark on 2025 not only with his political but also economic influence. So, how could Trump's resurgence shape global markets? Which sectors will emerge as the key players in the economic transformation process, and which will remain under pressure?

The Trump Era and Economic Trends
Looking back at Trump's previous presidency, tax cuts, protectionist trade policies, and pressure on the Fed were notable. The resurgence of these policies by 2025 creates both opportunities and uncertainties for the markets.

Possible Market Impacts
Stocks:
Trump's business-friendly approach could positively impact stock markets in the short term. The energy, defense, and industrial sectors could be particularly positively impacted.

Dollar and Interest Rates:
A more aggressive fiscal policy could lead to a strengthening of the dollar. However, potential conflicts with the Fed could make interest rate policies uncertain.

Gold and Cryptocurrencies:
In times of political uncertainty, investors are expected to seek safe havens. Assets like gold and Bitcoin may see renewed interest during this period.

Trade and Geopolitical Risks:
Trump's potential to re-escalate relations with China and the EU could lead to new regulations in global trade and market volatility.

Economic Transformation and Sectoral Dynamics
2025 will be a year not only of political change but also of technology-driven economic transformation. Topics such as artificial intelligence, green energy, and digitalization will continue to shape investment decisions. However, Trump's reversals on environmental policies may raise questions, particularly in the field of renewable energy.

Strategic Recommendations for Investors
Portfolio diversification should be prioritized against short-term fluctuations.

The energy and defense sectors can be placed under the radar.

Hedging strategies should be considered against geopolitical risks.

Strong analysis should be conducted for dollar-based investments.

Conclusion
Trump's comeback is not just a political shift; It could also be a new paradigm for the global economy. The year 2025 presents a period fraught with uncertainty but also opportunities. Keeping abreast of this transformation could be a significant advantage for investors.