Donald Trump’s installment as the 47th President of the United States has spurred a variety of reactions across Wall Street, predominantly centered around trade policies, tariffs, and overall economic direction.

Insights from Analysts

Morgan Stanley’s Perspective

Morgan Stanley observed that Trump’s inaugural address touched on critical themes like trade and immigration without announcing immediate fiscal changes. The firm noted a lack of significant tariff announcements, suggesting considerable economic effects might emerge later in 2025. The looming potential for tariffs on Mexico and Canada by February 1 requires ongoing attention.

Goldman Sachs’ Viewpoint

Goldman Sachs characterized Trump’s initial tariffs agenda as “surprisingly restrained.” They indicated that Trump’s comments on China seemed less aggressive than expected, revising risks surrounding universal tariffs to 25% probability, particularly on EU auto products.

Wolfe Research’s Commentary

Wolfe Research emphasized that Trump’s speech lacked specific tariff actions yet instructed re-evaluations of existing trade policies. They predict new tariffs will likely emerge only after extended negotiations.

Raymond James’ Analysis

Raymond James focused on the extensive executive orders implemented on his first day, which target trade, energy, and immigration. They advise monitoring the potential for new tariffs by February 1 while keeping a close watch on overall deregulation efforts.

UBS’ Insights

The UBS analysis highlighted the broader economic implications of Trump’s agenda, particularly focusing on tariffs and energy policy. They noted Trump’s statements about possible tariffs on Canada and Mexico emphasizes continuing market unpredictability and potential significant macroeconomic consequences.

Market Repercussions

The general market maintains a cautious stance as investors strictly observe possible regulatory transitions and trade developments. Experts recommend vigilance towards policy adjustments and their potential impact on economic growth.

Related Insights for Investors

For comprehensive insights into market reactions, investors can leverage data from the Earnings Calendar to monitor future earnings influenced by new trade policies. Additionally, insights from the Economics Calendar will provide a perspective on macroeconomic trends guided by Trump’s policies.

Stay tuned for ongoing updates as Trump’s administration unfolds, potentially reshaping trade policies and market responses.