{"id":10321,"date":"2026-01-26T08:00:00","date_gmt":"2026-01-26T08:00:00","guid":{"rendered":"https:\/\/www.vtmarkets.com\/?p=10321"},"modified":"2026-01-26T08:00:00","modified_gmt":"2026-01-26T08:00:00","slug":"navigating-the-trump-market","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/en-eu\/opinion\/navigating-the-trump-market\/","title":{"rendered":"Navigating the Trump Market: Catch-Up on Trade Dynamics"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-eu\/wp-content\/uploads\/sites\/33\/2026\/01\/navigating-thetrump-market-1024x313.png\" alt=\"navigating-the-trump-market\" class=\"wp-image-29956\"\/><\/figure>\n\n\n\n<p>Since President Donald Trump returned to the White House in January 2025, his second-term policies have significantly reshaped the U.S. energy landscape, causing ripples across global markets. A sharp pivot in energy strategies, intensified trade disputes, and heightened geopolitical risks are creating complex market dynamics that traders must navigate carefully. At this intersection of factors, traders require crucial insights into how to approach the evolving market environment.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\"><strong>Trade Tensions: Implications for U.S. Assets<\/strong><\/h2>\n\n\n\n<p>The aggressive tariff policies have triggered significant global market volatility, aimed at protecting U.S. economic interests. So far, his administration has enacted tariffs on specific countries and commodities, with some tariffs reaching as high as 50%. <a href=\"https:\/\/www.tradecomplianceresourcehub.com\/2026\/01\/21\/trump-2-0-tariff-tracker\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Track tariffs by governments and industry sector here<\/a>.<\/p>\n\n\n\n<p>These threats and measures have impacted trade relations with major partners, from the EU, to China and Canada, creating notable domestic effects as well on U.S. market sentiment.<\/p>\n\n\n\n<p>Market fluctuations are amplified with every word Trump speaks, such as recent tariffs on European nation <a href=\"https:\/\/www.euronews.com\/my-europe\/2026\/01\/19\/greenland-row-live-eu-stands-firm-amid-us-pressure-what-comes-next\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Greenland<\/a>, has highlighted strained trade deal and unstable global stock markets.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">EU considers $108 billion in retaliatory tariffs on US over Trump&#39;s Greenland threat, FT reports <a href=\"https:\/\/t.co\/Q75q6KtsRU\">https:\/\/t.co\/Q75q6KtsRU<\/a> <a href=\"https:\/\/t.co\/Q75q6KtsRU\">https:\/\/t.co\/Q75q6KtsRU<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/2013041237083799786?ref_src=twsrc%5Etfw\">January 19, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Meanwhile, legal battles over the legitimacy of the tariffs continue to create uncertainty, with the U.S. Supreme Court set to rule on the constitutionality of the tariffs. Trade agreements, such as those with China and the EU, have seen <a href=\"https:\/\/ecipe.org\/insights\/us-and-china-temporary-truce-turbulence-lies-ahead\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">temporary truce periods<\/a>, but remain an open book.<\/p>\n\n\n\n<p>As tariffs increase on critical materials like steel, aluminum, and copper, U.S. manufacturing and energy costs rise, potentially limiting growth while creating a more unpredictable investment landscape. For traders, these developments signal the need for heightened caution onsectors exposed to tariff impacts and ongoing trade war rhetoric.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\"><strong>Energy Policy Shifts: Fossil Fuels, Nuclear, and Renewables<\/strong><\/h2>\n\n\n\n<p>Hours after taking office last January, Trump signed 26 executive orders \u2014more than any other president in U.S. history had signed on their first day. His executive order, <a href=\"https:\/\/energydigital.com\/news\/drill-baby-drill-one-year-on-from-trumps-energy-pledge\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Unleashing American Energy<\/a>, reversed Biden-era policies on climate protection and opened vast expanses of federal land to drilling.<\/p>\n\n\n\n<p>But markets don\u2019t always follow politics in a straight line. While federal backing for renewables has softened, <strong><a href=\"https:\/\/power.nridigital.com\/future_power_technology_jan26\/one-year-on-how-trumps-second-term-changed-the-energy-and-power-landscape\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">solar photovoltaic (PV)<\/a><\/strong> remains the dominant technology, expected to make up <strong>61.7%<\/strong> of power market investments between 2025 and 2030. Despite policy rollbacks, the underlying economics of solar, with decreasing costs and robust long-term growth, continue to make it the cornerstone of the energy transition.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-medium is-resized\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-eu\/wp-content\/uploads\/sites\/33\/2026\/01\/image-300x254.png\" alt=\"chart\" class=\"wp-image-29937\" style=\"width:500px\"\/><\/figure><\/div>\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"has-text-align-center\">The percentage of power market investments by technology, 2025\u20132030<br>Source: Global Data<\/p>\n<\/blockquote>\n<\/blockquote>\n<\/blockquote>\n\n\n\n<p>While solar shines, wind energy faces challenges, especially offshore projects, due to regulatory delays and tariffs. However, onshore wind remains a key player, contributing 15.7% of energy investments. Natural gas and nuclear have benefited from Trump\u2019s energy dominance agenda, with gas gaining from streamlined permitting and nuclear seeing renewed focus to enhance energy security and meet rising demand.<\/p>\n\n\n\n<p>Trump\u2019s tariffs have had a significant impact on both fossil fuels and renewables, especially solar, where project costs have <a href=\"https:\/\/www.power-technology.com\/features\/one-year-on-how-trumps-second-term-changed-the-energy-and-power-landscape\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">increased by up to 54%<\/a>. Despite these challenges, energy storage has emerged as a resilient sector, vital for grid stability as data centres drive increasing power demand. For traders, solar and energy storage present growth opportunities, while natural gas and nuclear remain key sectors, though material costs should be closely monitored.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\"><strong>Bitcoin vs. Gold: A Modern-Day Battle for Safe-Haven Status<\/strong><\/h2>\n\n\n\n<p>In recent months, Bitcoin and gold have reacted differently to global economic turmoil. Gold has surged to a record high, surpassing 5k per ounce in January 2026, driven by concerns over inflation, U.S. dollar weakness, and geopolitical tensions. On the other hand, Bitcoin has seen a sharp decline, dropping from <a href=\"https:\/\/www.coindesk.com\/markets\/2026\/01\/20\/bitcoin-falls-briefly-below-usd90-000-amid-meltdown-markets-liveblog\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">$96,000 to $89,000<\/a> to start of 2026, reflecting its ambiguity in times of indecision.<\/p>\n\n\n\n<p>Gold continues to prove itself as a reliable safe-haven asset, particularly during periods of high inflation and market instability. Its consistent performance in protecting wealth during volatile times reinforces its position as a safe store of value. It is also predicted by Goldman Sachs that gold will rise to <a href=\"https:\/\/www.reuters.com\/business\/finance\/goldman-sachs-raises-2026-end-gold-price-forecast-5400oz-2026-01-22\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">$5,400\/oz<\/a> by the end of 2026<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Goldman Sachs raised its year-end gold forecast to $5,400 an ounce, citing intensifying demand from private investors and central banks <a href=\"https:\/\/t.co\/X9XaOXKk8F\">https:\/\/t.co\/X9XaOXKk8F<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2014176951137714194?ref_src=twsrc%5Etfw\">January 22, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>While Bitcoin is often dubbed &#8220;digital gold&#8221;, but its safe-haven role is still unproven. It tends to swing more like a risk-on asset, with price moves driven by liquidity, sentiment, and fast-changing market narratives rather than stable defensive demand.<\/p>\n\n\n\n<p>For traders, the key is recognising how differently these two assets behave when risk sentiment shifts. Gold often strengthens when uncertainty rises, while Bitcoin can react more sharply to liquidity and momentum flows. To stay ahead of the next move, monitor both closely using VT Markets\u2019 real-time charts, market insights, and <a href=\"https:\/\/www.vtmarkets.com\/economic-calendar\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Economic Calendar<\/a>, especially around inflation data, rate decisions, and geopolitical headlines.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<!-- TradingView Widget BEGIN --><div class=\"tradingview-widget-container\">  <div class=\"tradingview-widget-container__widget\"><\/div>  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/markets\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">Markets today<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-tickers.js\" async>  {  \"symbols\": [    {      \"proName\": \"VANTAGE:XAUUSD\",      \"title\": \"Gold CFD\"    },    {      \"proName\": \"VANTAGE:BTCUSD\",      \"title\": \"BTC CFD\"    },    {      \"proName\": \"VANTAGE:BTCXAU\",      \"title\": \"Bitcoin vs Gold\"    }  ],  \"colorTheme\": \"dark\",  \"locale\": \"en\",  \"largeChartUrl\": \"\",  \"isTransparent\": true,  \"showSymbolLogo\": true}  <\/script><\/div><!-- TradingView Widget END -->\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For traders, a diversified portfolio that includes Gold and Bitcoin may help balance risk and reward, providing opportunities in both traditional and digital markets.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\"><strong>U.S. Stock Market Outlook<\/strong><\/h2>\n\n\n\n<p>Global markets are facing renewed pressure as geopolitical tensions and tariff threats return under President Donald Trump\u2019s second term.<\/p>\n\n\n\n<p>Investors are increasingly concerned that the volatility caused by potential trade wars\u2014especially with Europe over Greenland\u2014could lead to more lasting damage this time, rather than the quick rebounds markets have grown used to.<\/p>\n\n\n\n<p>Following Trump\u2019s renewed tariff threats, stocks, U.S. Treasuries, and the dollar all sold off, signalling a broader \u201c<a href=\"https:\/\/www.thestar.com.my\/business\/business-news\/2026\/01\/20\/dollar-extends-losses-as-geopolitics-revive-039sell-america039-trade\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Sell America<\/a>\u201d trend. The S&amp;P 500 dropped 2.1% in one day, its biggest fall in over three months, while dip-buyers stayed away. High market valuations after several strong years have made stocks more vulnerable to bad news.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-eu\/wp-content\/uploads\/sites\/33\/2026\/01\/us-assets-under-trumps-second-term-2.png\" alt=\"us-assets-under-trumps-second-term\" class=\"wp-image-29963\" style=\"width:500px\"\/><\/figure><\/div>\n\n\n<p class=\"has-text-align-center\">Source: <a href=\"https:\/\/www.reuters.com\/business\/geopolitical-tariff-risk-back-with-bang-markets-2026-01-21\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Reuters<\/a><\/p>\n\n\n\n<p>As shown in the chart, while U.S. stocks have climbed under Trump\u2019s second term, the performance has been notably lower than during his first term.<\/p>\n\n\n\n<p>The renewed volatility, particularly around the Greenland dispute and the potential for tariffs, has contributed to a more <a href=\"https:\/\/www.barrons.com\/articles\/stock-market-trump-taco-trade-things-to-know-today-6ea34bd7\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">turbulent market<\/a> path. The dollar has also faced a rocky period, as indicated by the chart\u2019s downward trend. Despite this, U.S. stocks have shown resilience but remain vulnerable to further geopolitical risks and tariff fluctuations.<\/p>\n\n\n\n<p>Investors stay vigilant because the selloff spreads across multiple asset classes, creating new definitions of U.S. market safety. VT Markets is a multi-asset broker, <a href=\"https:\/\/www.vtmarkets.net\/trade-now\/\" target=\"_blank\" rel=\"noopener\" title=\"\">diversify your portfolio<\/a> with us in this new market rhythm.<\/p>\n\n\n\n<p>However, many investors are still holding it out during this <a href=\"https:\/\/www.theguardian.com\/business\/2026\/jan\/22\/taco-thursday-european-stocks-rise-trump-chickens-out-on-tariff-threat\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">TACO trade<\/a> turbulence, in which Trump often escalates threats but later backs down.<\/p>\n\n\n\n<p>This possibility is keeping traders from aggressively selling, and any deeper market drop could still attract bargain hunters. Navigating this environment requires a careful approach. While there are opportunities for profit during stock rebounds, it\u2019s essential to remain cautious and diversify portfolios.<\/p>\n\n\n\n<p>The ongoing tariff threats, the unpredictability of geopolitical risks, and the reduced foreign investment flows could quickly shift the market\u2019s trajectory. Monitoring key market indicators such as Treasury yields and the U.S. dollar index will be crucial for assessing potential shifts in market dynamics.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p>Traders will need to adjust strategies in seconds and days for both long-term trends and short-term market shifts. Stay up to date on Trump&#8217;s next move in this economic event to monitor how policy changes and market sentiment move the lines.<\/p>\n\n\n\n<p>Our platforms are designed for quick, seamless trading, empowering you to make the most of every market move, whether the market rises or falls. Explore <a href=\"https:\/\/www.vtmarkets.net\" target=\"_blank\" rel=\"noopener\" title=\"\">VT Markets<\/a>&#8216; features today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trump&#8217;s second-term policy has reshaped various sectors of the U.S. economy. As geopolitical risks rise, the market&#8217;s future remains uncertain, requiring a strategic approach from investors. l VT Markets<\/p>\n","protected":false},"author":2,"featured_media":30571,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[10],"tags":[],"class_list":["post-10321","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/posts\/10321","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/comments?post=10321"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/posts\/10321\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/media\/30571"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/media?parent=10321"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/categories?post=10321"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/en-eu\/wp-json\/wp\/v2\/tags?post=10321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}