Boom, Bust, or Both? The Market Impact of Trump Administration Policies

Investors and corporate leaders have continued to navigate heightened market uncertainty as the early phase of Trump’s second term unfolds. In this exclusive discussion with Morgan Stanley, our Research Directors will examine how markets are responding to evolving policy shifts in trade, regulation, and foreign relations. From short-term market volatility to long-term sector realignment, our experts will unpack the signals, surprises, and strategic implications of Trump-era policymaking.

Join us as we discuss:

• How companies are adapting to rapid-fire policy changes and geopolitical uncertainty
• Market outlook scenarios: navigating short-term volatility and positioning for long-term trends
• Who stands to win — and who may lose — as policy levers reshape the corporate landscape