How to navigate trading in the Trump 2.0 era

Unprecedented Presidential Actions and Market Responses

This administration stands apart from any we have previously experienced. Its approach to foreign affairs often appears unpredictable, with decisions such as the IEEPA tariffs—later deemed unlawful by the Supreme Court—serving as prime examples. Yet, one pattern remains: when financial markets become excessively volatile, President Trump tends to retreat from aggressive stances.

We witnessed this dynamic in April 2025, when steep tariffs on Chinese goods were reversed, and a similar scenario seems to be unfolding now regarding Iran. In a recent analysis, three potential triggers for a decline in oil prices were identified, and Brent crude subsequently dropped as anticipated. The underlying causes for this movement are explored in detail in the original article.