This week marks the one-year anniversary of Trump’s re-election — so what has happened in the markets since then?
After Trump’s victory last year, $Tesla Motors(TSLA)$ surged 70% and $CME Bitcoin - main 2511(BTCmain)$ broke above $100,000.
But one year later, $S&P 500(.SPX)$ is up only 0.13% year-to-date, Bitcoin has fallen below $100,000, returning to where it started, and Tesla, during the Musk-Trump crisis mid-year once has retraced to gap-up level last year.
Meanwhile, US stocks have broadly underperformed compared to other markets, and Trump’s public approval rating has also fallen sharply.
Since Trump’s second presidential win, benchmark indices in China, Europe, and Canada (in USD terms) have all outperformed the S&P 500.
Tariff and Taco become the new normal of 2025.
The MSCI ex-U.S. Index now holds its widest lead over Wall Street since 2009. Semiconductor giants like TSMC, Samsung Electronics, and Tokyo Electron have powered global market gains.
Korea’s KOSPI Index jumped 55% over the past year, leading Asia and underscoring Korea’s rise as a key AI investment hub. Economic indicators are improving, inflation is under control, and the ECB has cut rates to 2%, far below U.S. levels.
A look back at Trump’s first term (2016–2020): super bull run
Shortly after the 2016 election, Trump’s proposed tax cuts and deregulation policies triggered a sharp rally in U.S. equities, Treasury yields, and the dollar.
From Election Day to Inauguration Day, the S&P 500 rose 6%.
Then came a massive bull market in 2017 — corporate profits surged and optimism over tax cuts fueled a 30% market rally with virtually no pullback. After the tax cuts were enacted, stocks continued to climb, and financials jumped 50%, benefiting from the deregulation wave. Even when the COVID-19 pandemic hit, the market recovered quickly thanks to swift government intervention. Overall, Trump’s first term was extremely positive for investors and the stock market.
Use one word to summarize your feeling or the keypoints of Trump 2.0!
How do you comment on Trump’s first year of his second term?
Will Trump try to push the stock market higher again to boost his approval ratings?
Can the financial sector continue to benefit from the dual tailwinds of deregulation and tax cuts?
Leave your comments to win tiger coins~
Comments
Just 1 year into his 2nd term, approval ratings for Trump have cratered, polling near historic lows.
The S&P500 lags behind China Europe, Canada and even Singapore, defying Trump's promise of American market supremacy.
The 2025 government shutdown now the longest ever in record, has left scars on both the economy especially on low income Americans, stripping away vital lifelines like food aid, healthcare subsidies and housing support - turning every day survival into a crisis.
This isn't just political fatigue. It is emotional rejection. The base may remain but the broader public has turned away.
Trump 2.0 feels less than a triumphant return and more like a solitary reign.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
It seems to almost point to insider trading.
There always is someone who makes a huge profit from his meddlings, as if he does it to make quick buck.
Meanwhile people have to fight for the scraps. I guess to most average people, it is some action and excitement, but do we really need to be living in such a roller coaster... life is hard enough as it is
Compared to his first presidency, this term’s market reaction feels muted. The early rally faded quickly as tariffs and shifting tax policies hurt confidence. Even Tesla got dragged into the Musk-Trump drama, and Bitcoin’s retreat shows how uncertain investors are about the U.S. outlook.
Still, I believe Trump will try to lift markets again to regain support. Deregulation and tax relief may help banks and Wall Street short term, but without steadier policies, the era of effortless “Trump rallies” may be over.
@Tiger_comments @TigerStars
Who can predict his next move?
He will likely try to push the stock market higher as winning the economy seems to be a key focus of his. But perhaps any proposed benefits to the financial sector will be short term highs but end up with negative long term outcomes. Buffet commented recently about concerns of the US dollar value falling long term.
Who can predict his next move?
He will likely try to push the stock market higher as winning the economy seems to be a key focus of his. But perhaps any proposed benefits to the financial sector will be short term highs but end up with negative long term outcomes. Buffet commented recently about concerns of the US dollar value falling long term.