As markets gyrated to Trump’s ad-hoc announcements, investors on Wall Street found inspiration in the AI boom. Expectations are that AI will be the game changer that will fundamentally and dramatically reshape the economy and drive earnings higher.
How will the financial markets in 2025 best be remembered? No pun intended, but we would probably like to call it the year of “T&A”. The “A” is Artificial Intelligence (AI) while the “T” are Trump, Tariff, Trade, Technology and Truth Social/Twitter (now known as X), the social media platforms where US President Donald Trump’s announcements are made, creating havoc or opportunities — depending on which side you are on.
Trump has certainly redefined US trade and foreign policies, with wide-ranging implications for the rest of the world. The Liberation Day tariffs in April set off a global crash in equities, although stocks later recouped their losses as the tariffs were paused and later reduced.
