“The economic effects of Republican-led policy shifts in 2025 may vary based on their scope and timing. Trump’s policy agenda is likely to create new potential leaders and laggards in key sectors of the U.S. stock market. For example, potential energy-industry deregulation may benefit natural gas companies more than oil producers, while clean-energy firms may struggle. Government-backed investment in cybersecurity, AI, drones and other advanced technology may favor smaller, specialized firms over traditional defense giants. The tech sector could benefit from pro-AI and cryptocurrency policies under Trump, though social media companies might face increased regulatory scrutiny. The 2024 general election has marked a significant turning point in U.S. politics, with President-elect Donald Trump victorious in both the electoral college and the popular vote. With the election “Red sweep” leaving the Republican party in control of the White House, Senate and House of Representatives, the stage is set for what could be a highly consequential first 100 days of Trump’s second term.”
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Morten W. Langer
