Investors are becoming concerned about the “Trump deal” due to uncertainties surrounding whether Trump will implement his proposed tariffs as president. This has led to a decrease in enthusiasm for asset classes and the dollar erasing its post-election gains. Market volatility is expected as investors evaluate the consistency of Trump’s policies with his campaign promises.
Key questions on investors’ minds include the implementation of Trump’s tariffs and the impact of his policies on trade. While some doubt Trump’s plan, others believe the market is undervalued and his influence on trade policy is significant.