Which Trump policies actually matter to the market?
President-elect Donald Trump is already fueling market volatility before his return to the White House. Sevens Report Research founder Tom Essaye joins Josh Lipton on Asking for a Trend to discuss what investors can expect from the market under Trump 2.0 and which headlines matter to investors. Essaye says 2025 is likely to be more volatile. "The important thing for everybody watching at home to remember is that volatility doesn't mean that the stock market goes down a lot either. So we can have a volatile market that still produces a decent return," he explains. "It's just going to require us to pay a lot more attention, frankly, and to just kind of cut through the noise and see what's really mattering to this market." "You've got to really stay focused on what's driving this market," Essaye says, highlighting economic growth, the Federal Reserve, and Trump's administration as the most important factors for the market. He does not believe that tariffs will "derail the market or economy." "The economy is the tide that lifts all boats and sinks all boats. So while the headlines will focus on Trump, as long as economic data is solid, we're going to be okay," Essaye says. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Naomi Buchanan.
