Author: 24newz

Trump’s Policies Make a Comeback, Triggering Market Volatility and New Investment Opportunities

As Trump-era policies reemerge, global markets are entering a new phase of uncertainty—and potential upside. From a renewed trade war and aggressive tax reforms to shifting geopolitical alliances and industrial realignments, six key trends are beginning to shape the investment landscape. In this analysis, we break down the resurgence of the “Trump Trade” and reveal strategic insights to help investors stay ahead of the curve, protect their portfolios, and uncover growth opportunities amid the turbulence.

The Japanese yen continues to weaken against the US dollar, weighed down by disappointing export data and expectations of ongoing monetary easing by the Bank of Japan. The USD/JPY pair has broken above the 148.85 level, with technical indicators pointing to further upside potential—possibly testing the 150 or even 151 mark. Unless there are signs of an economic rebound, the dollar’s strength is likely to persist. Investors should closely monitor yen fluctuations and remain aware of potential currency-related risks.

U.S. inflation data for June came in as expected, with the Consumer Price Index (CPI) rising 2.7% year-over-year. Core inflation—a measure that excludes food and energy—came in slightly below market forecasts. However, a new round of tariffs could drive up the cost of goods, adding pressure to inflation. The Federal Reserve is closely watching for potential impacts on the broader economy, while investors are paying close attention to how companies plan to respond in their upcoming earnings reports.

China’s economy grew by 1.1% in the second quarter of 2025, slightly outpacing market expectations. This suggests that recent efforts to stabilize growth are beginning to show results. However, momentum remains fragile amid sluggish domestic demand, a continuing slump in real estate investment, and persistent external risks. Whether policymakers step up support will be a key factor in determining the economy’s trajectory going forward.

Federal Reserve Chair Jerome Powell has stood firm on maintaining the central bank’s independence despite growing political pressure, emphasizing that any decision to cut interest rates will be driven by economic data—not the upcoming election cycle. With core inflation still running above the Fed’s target, market expectations now suggest a potential rate cut may not come until September at the earliest. Investors should closely watch how U.S. interest rate movements could impact Hong Kong dollar rates, the local property market, and cross-border capital flows.