Introduction
The first months of the Trump administration’s policy in 2025 have set the markets in turmoil. An announced webinar on May 13 will address the economic conditions and strategies under this new policy.
Economic Policy Framework
The announcement of 100% tariffs on foreign films highlights Trump’s protectionist stance and raises concerns among international media companies. At the same time, the stock market, despite initial fluctuations with a decline of up to 19% in the S&P 500, shows a certain stability, supported by positive labor market data.
Winning Sectors According to Current Analyses
Defense Sector: Companies like Lockheed Martin benefit from the increased defense budget. Energy Companies with a US Focus: Fossil fuels are experiencing a comeback due to deregulation. Technology & Infrastructure: Tax incentives promote investment in domestic production.
Critical Perspectives & Risks
There is a disparity on Main Street, while experts are concerned about stagflation due to trade conflicts. Small businesses and consumers have so far hardly felt any relief from the policies.
Expectations for the Webinar
Roland Jegen and Andreas Bernstein are expected to provide comprehensive sector analyses and concrete stock recommendations and discuss strategies for managing volatility. Particular focus will be on ”tariff-escape” strategies to circumvent trade barriers.
This could provide valuable insights for investors on how to navigate a politically volatile environment successfully.