#squarecreator - The U.S. market is experiencing a moment of extraordinary volatility, under the figure of Donald Trump, who seems to exert indirect control over the economic and stock market narrative," highlights Javier Molina, Markets Analyst at eToro.

#Trump "The recent winning streak of the S&P 500 with nine consecutive sessions of gains (something not seen since 2004) sharply contrasts with the abrupt declines suffered weeks before," notes Molina.

"This back-and-forth, more typical of systemic shocks than of normal market evolution, highlights how politics and economics are intertwined today more than ever," adds this expert.

Pressure

Looking ahead to the coming sessions, the debate on monetary policy is gaining prominence again, notes Molina. "Trump has intensified his public pressure on Powell, calling for rate cuts despite the inflationary tensions that his own trade policies are generating."

"Meanwhile, voices like that of Scott Bessent insist on the need for cuts to counteract the emerging economic slowdown. However, the Fed finds itself caught between yielding too quickly, which could undermine its independence, and generating new turbulence," adds this analyst.

"For investors, the message is clear: it is time for geographical diversification, to be attentive to the evolution of global flows and to meticulously monitor both monetary policy and geopolitical tensions, which will be key to navigating this complex environment. The market is far from offering certainties, but in uncertainty, opportunities are born as well," concludes Molina.