The latest heavyweight investment survey for 2025 has been released! Bloomberg: Trump policies will make them the biggest beneficiaries

2025-01-06 1138

According to the latest Bloomberg survey released on Monday (January 6th), Donald Trump's policies will drive economic growth in the United States, with the US stock market and the US dollar being the biggest beneficiaries.

(Screenshot source: Bloomberg)

Among 553 respondents, 61% said that by the end of 2025, the S&P 500 index in the US stock market will rise due to strong growth in the US economy and corporate profits.

Several interviewees believe that the upcoming Trump administration may be a catalyst for stock market growth. This Bloomberg survey was conducted from December 18th to December 31st after the Federal Reserve made its policy decision last year.

(Screenshot source: Bloomberg)

When asked if Trump's policies will boost or drag down the US dollar, or have no significant impact, about half of the people said that the incoming president will have a net positive impact on the US dollar, citing his preference for the impact of tariffs.

It is worth noting that 27% of respondents believe that the same policy is a reason for the weakening of the US dollar.

(Screenshot source: Bloomberg)
Bloomberg pointed out that this divergence highlights the double-edged sword that Trump's policies will have on the US economy and market.
Although investors believe that Trump's stance of advocating tax cuts and relaxing regulations is beneficial for economic growth, others believe that his aggressive trade policies will fuel inflation and keep interest rates high - a combination that often harms consumer demand and puts pressure on US assets.
Timothy Graf, Head of Macro Strategy for Europe, Middle East, and Africa at State Street Global Markets, said, "These two perspectives will clash at some point. I expect this to be a more volatile stock market environment, and when that happens, the correlation between them typically becomes even more negative
For the S&P 500 index, 2024's performance is an impressive year. Driven by soaring stock prices of companies such as Nvidia Corp. and Apple Inc., the index set 57 closing records.
At the same time, the Bloomberg Dollar Spot Index in 2025 recorded its largest increase in nearly a decade.
The US economy has not slowed down as some market participants expected, and both the US stock market and the US dollar have been boosted as a result.
Kit Juckes, head of foreign exchange strategy at Societe Generale, said, "As long as the US economy grows strongly and savings from other parts of the world continue to flow into the US market, the US dollar can remain at these extremely high levels, but continuing to strengthen is a high requirement
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