In a fiery speech in Michigan marking the 100th day of his second term, US President Donald Trump sent clear signals to financial markets through decisions and statements that could directly impact stocks, the dollar, and even cryptocurrencies.
1. Reducing customs duties... direct support for industry and markets
The speech's most notable aspect was the issuance of an executive order to reduce tariffs on auto parts imports, a move aimed at supporting the local manufacturing sector and reducing operating costs.
> Why is this important?
This decision could have a positive impact on stock markets, particularly those in automotive and industrial technology companies. It also boosts investor confidence in the return of growth, which could prompt investors to increase their exposure to higher-risk assets, such as cryptocurrencies.
2. Trump Courts Wall Street: Government Efficiency Under Elon Musk?
In a political and economic surprise, Trump announced a collaboration with Elon Musk to establish a "Department of Government Efficiency," which signals a move toward privatizing some government functions and stimulating innovation in the public sector.
> Possible reflection:
The financial market loves efficiency and innovation. This move could boost investor confidence in tech stocks and potentially lead to new cash flows into Web3 and blockchain projects, especially those backed by major private equity firms.
3. Potential tension with Canada... and markets are watching.
Trump's provocative statements about the possibility of incorporating Canada as a US state have sparked angry official reactions. Although this appears symbolic, it could impact trade relations between the two countries.
> What does this mean for the markets?
Markets don't like geopolitical surprises. Any new trade tension could increase volatility, prompting some investors to hedge against gold or cryptocurrencies like Bitcoin, which are considered a "safe haven" in such situations.
4. Immigration policy: direct impact on some sectors
Trump announced the start of a massive deportation campaign against illegal immigrants, which could impact sectors that rely on low-cost labor, such as agriculture and construction.
> Indirect effect?
Increased operating costs could put pressure on corporate profits, negatively impacting stock exchanges and increasing the appeal of alternative assets such as cryptocurrencies.
5. The continuation of the war in Ukraine... and its repercussions
Despite his pledge to end the war within 24 hours of taking office, Trump has yet to achieve this goal. The ongoing conflict maintains geopolitical uncertainty.
> Direct impact on the market?
Energy and metal prices, as well as foreign exchange markets, may continue to fluctuate. This supports the trend toward Bitcoin as an alternative asset resistant to inflation and crises.
Are we witnessing a new bullish cycle?
Despite the controversy, Trump's recent speech delivered reassuring messages to financial markets and the private sector. If his promises to reduce bureaucracy and stimulate growth are fulfilled, we may witness a new wave of optimism that will push investors toward risk markets.
> As the US election season approaches, markets, including crypto, will be more sensitive to any statements from Trump or his rivals, making daily monitoring and real-time updates essential for every trader.
Do you think Trump's policies could push Bitcoin to record highs? Share your thoughts in the comments 👍
