March 6, 2025
As markets react to shifting economic conditions and investor sentiment sours on assets tied to President Trump, stocks and other financial instruments associated with his policies have started to decline. While many of these assets surged in anticipation of his presidency, the recent downturn raises questions about whether the so-called “Trump put”—his tendency to reverse policies that upset markets—will reemerge, or if Trump’s second term will bring a different approach.
Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management. notes that the selloff is being driven by more than just tariffs. “The tariffs alone aren’t enough to hurt the economy in a noticeable way, but when you take tariffs, plus broader worries about the economy, and a Fed that still might take its time on lowering rates, that’s when you start to wonder if the record highs in stocks from earlier this year were justified,” he told Axios.
Key Takeaways:
The market’s initial optimism surrounding a second Trump presidency appears to be giving way to a more cautious stance as economic concerns take center stage. With uncertainty around tariffs, Federal Reserve policy, and broader market stability, investors are now questioning whether the early-year stock market highs were sustainable. If economic conditions continue to weaken, the administration’s response—and whether or not it prioritizes market stability—will play a key role in shaping future investor sentiment.
Learn more here: https://www.axios.com/2025/03/06/trump-trades-musk-tesla-bitcoin
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