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UBS forecasts a mixed financial market outlook for 2025 as investors navigate potential policy shifts under a second Trump administration. The primary uncertainty lies in whether policies will lean toward populist MAGA strategies or fiscally conservative DOGE principles, both with significant implications for markets and the economy.
MAGA policies, marked by tariffs, deregulation, and higher deficits, could boost labor at the expense of capital, creating headwinds for investors. Conversely, DOGE-focused measures, emphasizing deficit reduction and private-sector-led growth, may foster a more stable investment climate. UBS anticipates a policy tilt toward DOGE, citing Trump’s track record of supporting market-friendly initiatives and avoiding excessive inflationary pressures.
Despite this expectation, internal party conflicts and fiscal policy debates, including budget and debt ceiling negotiations, could heighten market volatility. Uncertainty is likely to keep markets range-bound until clearer policy direction emerges.
UBS remains optimistic about 2025, predicting robust U.S. GDP growth, easing inflation, and Federal Reserve rate cuts. These factors could provide long-term support for equities and bonds, even as short-term uncertainty persists. UBS believes Trump 2.0 policies, particularly with a DOGE focus, are positioned to ultimately benefit financial markets.
