Trump’s Second Term: How Monetary Tightening is Reshaping Global Markets | Trading Talks Podcast
What does Trump’s second term mean for the global economy? In this episode of Exness’ Trading Talks podcast, Antreas Themistokleous and Stanislav Bernukhov unpack how tariffs, inflation, and the Federal Reserve’s monetary tightening are shaping market fundamentals and investor sentiment. đź”— Want to see how US policy and monetary trends could impact your trading? Test your trades on a free Exness demo account: https://www.exness.com/demo-trading-account/ We explore the ripple effects of Trump’s reindustrialization push, tariff retaliation from trading partners, and the Fed’s battle to balance inflation with rate cuts. You’ll hear how these forces affect everything from gold’s FOMO rally to industrial metals, equities, and safe-haven flows. Whether you trade short-term on policy headlines or build long-term portfolios, understanding how monetary tightening interacts with political shifts is essential. 🔍 Key topics in this episode on Trump’s second term and monetary tightening: - How tariffs and supply chain disruptions fuel inflation. - Trump’s policy pressures on the Federal Reserve. - The link between interest rates, inflation, and market volatility. - Why gold and energy markets are spiking amid uncertainty. - Long-term opportunities in US steel and industrial sectors. - Safe-haven demand and the psychology behind gold’s rally. Timestamps: 0:00 - FOMO in gold and timing challenges 0:16 - Trump vs the Fed: Interest rate pressures 0:47 - Intro: Trump’s second term, tariffs, and fundamentals 1:20 - Trump’s campaign vs actual economic policy 2:26 - Global reactions and trade retaliation 3:26 - Economic impact of tariffs on U.S. sectors 4:15 - Market reactions and trading opportunities 5:17 - Fed influence and rate expectations 6:43 - Trading strategies under Fed policy and volatility 7:40 - Fundamentals in 2025: Growth, inflation, jobs 9:04 - Chart review: Gold’s bullish rally and FOMO 10:20 - Gold as a safe haven amid global tensions đź“Ś Subscribe and turn on notifications so you never miss an episode of the Trading Talks podcast. #TrumpsSecondTerm #MonetaryTightening #FedPolicy #ExnessPodcast #TradingTalks #MarketAnalysis #TradingStrategy #GoldRally #TariffsAndInflation #EconomicOutlook
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