Exchange experts reveal: Trump's influence on the 2025 markets!

Exchange experts reveal: Trump's influence on the 2025 markets!

Wien, Österreich - On May 19, 2025, the investmentday 2025 from Bawag and Easybank took place in Vienna, where around 800 customers were present: inside. In addition to the personal participants, many other spectators followed: inside the event via livestream. The program included a variety of lectures, discussions and events where financial expert: inside of renowned partner companies such as BNP Paribas, Franklin Templeton, Blackrock, Amundi, DWS Group X-Trackers, J.P. Morgan, Candriam and DJE Kapital AG gave exciting insights into the current stock market.

The event was moderated by Ingrid Spanier and included a keynote from Wall Street expert Markus Koch entitled "The Trump Show 2.0-Gamechanger or Endgame?". Koch described the stock market as unpredictable in 2025, but expressed that it would become more predictable due to Trump's impending re -election. He pointed out that a recession in the USA could be averted if solutions were achieved in the customs dispute. He also predicted that Trump endeavors to stabilize the stock market, which is of crucial importance for the midterm elections.

discussion about the markets

A central topic of the event was the discussion about the effects of Trump's second term on the financial markets. In addition to Markus Koch, Martin Kocher, Enver Siručić and Ulrich Kaffarnik also took part in this discussion. The focus was on specific impulses for investors: inside that result from the various market conditions and the political climate.

outlook on the monetary policy framework

Another important aspect that has shaped the investment environment in recent years were inflation and interest rates. The central banks, especially the US Federal Reserve Fed, are increasingly employing investors. From 2025, large central banks will be expected to reduce interest rates after they had previously raised interest rates. An example: The FED kept the interest rates over 18 months before it began in September 2024 with interest.

DAVID KNEE, Deputy Cio Fixed Income, questioned the opinion that the "Higher for Longer" policy could continue to exist. Despite the 5%rate increase in the USA, developed economies are resistant. Investors are convinced that interest decisions have successfully made a "gentle landing" of the economy, without greater economic cooling. Nevertheless, there is uncertainty regarding the pace and the extent of further interest rate cuts.

The Bank of Japan plans to increase interest rates in the coming year to combat deflation. David Knee recommends borrowing from being careful and considering a defensive positioning, since the absolute returns of bonds are considered attractive in both short and long terms. This could be a counterweight to possible stock engagements if the macroeconomic location deteriorates.

summarized it is shown that developments on the financial markets are characterized by complex interactions between political decisions and monetary policy measures. Both the expertise of the industry experts presented and the current economic conditions offer investors: inside a valuable insight into possible strategies and their adaptation to volatile markets. For more detailed information on the trends and analyzes, the reporting of [Leadersnet] (https://www.leadersnet.at/news/89525,top-experten-gang-ganche-sliche-ins-besen .html) and the investment perspectives of M & g.