The Case for a Trump Bull Market: Wall Street’s Boldest Bet or Its Biggest Mirage?

Yardeni pivots again and again

Pivots galore Few global macroeconomists have carried as much recent optimism as Ed Yardeni, who, as president of Yardeni Research, has spent the better part of this decade championing a ‘Roaring 2020s’ thesis – a nod to the roaring 1920s, on the back of productivity gains, technological innovation, and a resilient American consumer, Yardeni’s thesis has included a very bullish end to 2026. In an interview with Thoughtful Money, however, Yardeni…

The Case for a Trump Bull Market: Wall Street’s Boldest Bet or Its Biggest Mirage?

A growing chorus on Wall Street is making a provocative argument: the worst is over, and a new bull market fueled by the Trump administration’s trade agenda is about to take hold. The thesis rests on a simple but contested premise — that the tariff chaos of early 2025 was the storm before a prolonged calm, and that investors who buy now will be richly rewarded. Not everyone is convinced. But the money is moving. Since bottoming out in early Apri…

One year on: Emerging markets defy expectations and lead global equity market gains on anniversary of Liberation Day tariff announcement

Aberdeen, the global asset manager, reveals emerging markets have outperformed other major markets since President Trump’s Liberation Day tariffs were announced, defying expectations that they would disrupt sentiment. Over the past year, investors have had to navigate an extraordinary amount of noise, uncertainty and worry. Whilst market behaviour shouldn’t be judged on a single year of data, new analysis from Aberdeen proves a useful reminder t…

Emerging markets defy expectations and lead global equity market gains one year on from Liberation Day tariff announcement

Aberdeen, the global asset manager, reveals emerging markets have outperformed other major markets since President Trump’s Liberation Day tariffs were announced, defying expectations that they would disrupt sentiment. Over the past year, investors have had to navigate an extraordinary amount of noise, uncertainty and worry. Whilst market behaviour shouldn’t be judged on a single year of data, new analysis from Aberdeen proves a useful reminder t…