Donald Trump and his allies promise a “storm” of activity this January 20, with a wave of executive orders that will be signed within the first hours of his inauguration, and More measures could follow in the following days. The president-elect and his top adviser, Stephen Miller, have separately mentioned that, once the initial chaos settles, the total of executive actions could be around 100.
“It will be immediate“Trump has said of the effects, especially on the issue of immigration. For investors and business leaders trying to understand this avalanche, It is already evident how some of Trump’s plans could impact certain industries or sectors of the economy.
For example, energy will be a key area on day one, with specific moves already planned. However, there is considerable uncertainty about the exact direction that Trump will take on other issuesespecially in relation to tariffs. A wide variety of other topics could also be addressed, from the federal workforce to cryptocurrency, TikTok, student loans and more.
Either way, it is likely that the first hours and days of Trump 2.0 be intensewith the president-elect’s team already announcing two moments in his own Inauguration Day where you could take action.
First, a signing ceremony at the Capitol, shortly after he is sworn in at noon ET. Then a second signing ceremony in the Oval Office at the White House in the afternoon.
A financial area with some certainty: Energy
Trump will focus primarily on immigration in his first actions, which could include immediate immigration raids and the possibility of closing the border between the US and Mexico.
Miller called these measures “the most comprehensive border security package in American history,” and could be the start of Trump’s promised mass deportations, albeit with more gradual economic consequences.
This contrasts with another series of energy-related orders that would have a more immediate impact.
Trump has promised an agenda of “drill, drill, drill” to empower fossil fuel companies, an agenda he is ready to begin implementing within hours.
“There are a number of things they can do on day one,” said Mike Sommers, president of the American Petroleum Institute, pointing to measures such as reversing Biden’s pause on approving liquefied natural gas exports as well as rules related to vehicles. electrical and emissions.
However, some uncertainty remains over whether Trump will be able to immediately reverse Biden’s recent move to “permanently” protect more than 625 million acres of the US ocean from offshore drilling.
Trump has promised to reverse it, but the question remains whether it will be a day one measure or something that will take longer.
Donald Trump: what to invest in from Argentina
Jorge Ángel Harkerinternational markets analyst Adcap Financial Group, analyzed the context and noted that with Trump’s return to the presidency, there are new challenges to face “among them the uncertainty generated by a leader with a different vision.”
Although his behavior could be similar to that of his first term, the current context is very different: ““The world today is not the same as it was eight years ago,” Harker remarks.. And he adds that the market has already discounted the bad things about Trump, which is the continuity of the fiscal deficit, higher tariff rates, restrictions on some forms of doing international business and the immigration conflict. There are some changes that the markets have already incorporated into prices, but that does not mean that there are no opportunities.
In this context, the city strategist highlights that “A moderate portfolio should be accompanied by Treasury Bonds. Trump, although he wants to put the US in the center of the world map and be the sole leader, is not very interested in to have a strong dollar as we have been having,” he slips.
For Harker, that is why it is convenient to have bonds with a term of five or seven years, especially American Treasury Bonds where it would have a significant percentage (30%). I could combine this with some American corporations that could be banking or those linked to infrastructure also in a period of five or seven years.. “Additionally, exposure to stocks in interesting sectors such as technology, artificial intelligence, quantum computing could be added,” he emphasizes.
On the other hand, exposure to cryptocurrencies is important. The new President is going to liberate the cryptocurrency market much more and there we are seeing movements in Bitcoin, Ethereum and Ripple In recent days they are going along that line.
It is also interesting to start seeing infrastructure companies that are involved in construction, road development, port infrastructure, which are going to be important in the Trump presidency. To these are added companies linked to weapons, due to Trump’s pressure on Europe for NATO to increase its military spending, which will have a positive impact on these companies.
Finally, American energy companies are also expected to change the rules of the game and allow them to explore, set up projects and do their business, something that has not been happening with Biden. In a second stage, I would calmly look to do afternoons, some roles in particular that have been losers in 2024, concludes Harker.
A crucial aspect of what is to come will be analyzing the relationship that Trump will establish with China. This could create opportunities in the Chinese market, particularly in sectors affected by tariffs and in stocks linked to an economy that has faced serious challenges. This will be a key area to closely observe in this new stage marked by the return of Donald Trump to power.
Source: Ambito
I am Pierce Boyd, a driven and ambitious professional working in the news industry. I have been writing for 24 Hours Worlds for over five years, specializing in sports section coverage. During my tenure at the publication, I have built an impressive portfolio of articles that has earned me a reputation as an experienced journalist and content creator.
