Table of Contents:
Trump’s pro-business policies
Donald Trump’s second term promises to be a continuation of his pro-business policies, already evident during his first term in the White House. Fida analysts stress that the president will continue to promote a pragmatic approach, aimed at supporting the private sector through the reduction of regulation and taxes. This orientation could promote the competitiveness of the United States globally, especially in key sectors such as energy, defense and finance
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Energy sector and investment opportunities
Trump has always supported the energy independence of the United States, focusing on traditional sources such as oil, natural gas and coal. With his re-election, an acceleration of drilling permits and new infrastructure projects are expected. Companies like Eni could benefit from this policy, while investors could turn to stocks in US energy companies such as ExxonMobil and Chevron. However, environmental pressures and a possible decline in global demand could pose significant challenges for the sector in the long term
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Impact on defense and military spending
Trump’s ‘America First’ policy will also have repercussions on military spending, with increasing pressure on European NATO allies to increase their investment in defense. This scenario could translate into opportunities for Italian companies in the sector, such as Leonardo, and for American giants such as Lockheed Martin and Raytheon. In addition, thematic funds related to cybersecurity could see an increase in demand, thanks to the growing attention to cybersecurity
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Banking and cryptocurrencies
Trump has also favoured the deregulation of the banking sector, allowing large Wall Street banks to operate with greater freedom. This could result in an increase in credit and speculative transactions. Banks like JPMorgan and Goldman Sachs could benefit from these policies. In addition, according to a report by Bernstein, the outcome of the elections could significantly influence the price of Bitcoin, with forecasts that indicate a possible increase of up to 90,000 dollars by the end of 2024, thanks to Trump’s support for cryptocurrencies
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