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Deregulation and Tax Policy

Trump has pursued aggressive deregulation across finance, energy, and manufacturing sectors. His administration's tax proposals favor corporate interests, typically supporting equity valuations. However, investor confidence remains contingent on sustained economic growth and inflation management, both factors subject to policy execution and external shocks.

Trade and Tariff Risk

Trump's trade posture, particularly regarding Iran and broader protectionist measures, introduces significant volatility into global supply chains. These policies create winners in domestic manufacturing but increase costs for import dependent industries. Markets continue pricing in uncertainty around sustained tariff implementation versus potential negotiation reversals.