1-Year Anniversary of Trump 2.0: One Word to Sum Up Would Be?
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~
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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.
Trump’s second term has been defined by unpredictable, abrupt decisions, particularly with tariffs, causing market instability and keeping both US and global markets on edge
His first year has been marked by erratic tariff policies and trade tensions, creating uncertainty and leaving the political and economic landscape in flux
He will likely use tariffs and deregulation to influcence the stock market, but his approach creates volatility rather than stability, leading to a “rollercoaster” effect due to his TACO actions
While deregulation and tax cuts benefit the financial sector, the uncertainty caused by his tariffs could undermine long-term stability, leading to ongoing volatility from his erratic decisions
This period has been marked by a disruptive political style that challenges norms, deepens partisan divides, and shakes up the status quo, especially through policies and rhetoric on immigration, deregulation, and media
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2.How do you comment on Trump’s first year of his second term?: So far it has been a clear indication of market manipulation, tariffs motivated by selfish motives (eg.Nobel) and without any economic sense.
3. Will Trump try to push the stock market higher again to boost his approval ratings?: I wish he starts behaving in a sane manner- no need to do anything special. Being a leader, the POTUS & nothing less, is about carrying the people along with you rather than silly rhetoric & governance over X.
4. Can the financial sector continue to benefit from the dual tailwinds of deregulation and tax cuts?: Tough to say one way or the other. The financial sector in specific, and economies in general, abhors uncertainties. Unfortunately that is what seems to be the new normal now.
韓國KOSPI指數在過去一年中上漲了55%，領跑亞洲，凸顯了韓國作爲關鍵人工智能投資中心的崛起。經濟指標正在改善，通脹得到控制，歐洲央行已將利率降至2%，遠低於美國水平。
但一年后，$标普500(.SPX)$今年迄今仅上涨0.13%，比特币已跌破10万美元，回到起点，而特斯拉在年中马斯克-特朗普危机期间曾一度回撤至去年的缺口水平。
与此同时，与其他市场相比，美国股市普遍表现不佳，特朗普的公众支持率也大幅下降。
2) policy over performed and market resilent to withstand the nonsense
3) certainly will - with his "right" lieutenants in the Fed, tax cuts on the table, deregulation back in play, crypto-friendly America First stimulus brewing, he will try to juice risk assets again.
4) Absolutely. We are still in a secular up cycle rolling into 2026, powered by fiscal fire and AI liquidity. For now, the high-tide trade lifts all boats, even the leaky ones - but smart money knows when the tides turn, only swimmers with alpha stay afloat. this lock out rally will only frustrated those waiting for a crash and once foma kick in, will we see bodies floating on the financial waves.
Trump will definitely try to push the stock market higher and one way is to push the Fed to cut rates faster. This will not only boost optimism in the stock market, it will also reduce the load of the US’ massive debt. Moving into his mid term, he will have to make sure the market rally along. Eccentric as he may be, he also values the performance of the stock market and that was his election promise- to make America great again! I think the financial sector might be a mixed bag. The dual tailwinds might benefit the bigger banks but would still be dependent on the overall market and ensuring bad debts are kept low.
To be fair... his policies did yield some positive outcomes enjoyed by the stock market traders like us, but some patterns and predictability will be good
All Trump had to do was to open his mouth and the market immediately reacted, mostly in a negative way. It's like he did it on purpose sometimes....
Trump's first year has been dedicated to lies, insider trading, smashing his opponents at all and any cost, oppressing and taking from the poor and giving to the rich.
Trump will very likely push the stock market higher if it will help his approval ratings.
Tax cuts for the rich will boost the stock market further as those people invest their additional profits. Deregulation is likely to be offset by tariffs.
2. Trump has caused a recession and reduced is influence worldwide
3. Trump has caused a stock market crash for his own benefit
4. Trump has not yet intervened in us banking. Us banking continues to increase leverage and reduce solvency
2. Trump has caused a recession and reduced us influence worldwide
3. Trump is using the us stock market for his own benefit and would cause a stock market fall
4. Us financial sector continues to issue more debt and increase leverage. Trump has not intervened in us banking yet
Stock market has been "tarrified", rallied up record highs, impacted by rate cuts and government shutdown with increased volatility.