President Donald Trump‘s first week in office pushed equities to new highs, with the S&P 500 marking its first record of 2025. Trump’s focus on four key areas, driven by macroeconomic considerations, included technology, tariffs, the energy sector, and immigration reform.
What Happened: Some highlights from Trump’s first week included pouring tariff threats and the $500 billion artificial intelligence project – Stargate. This drove a rally in tech stocks and among the project beneficiaries.
However, experts at Edward Jones said that investors should remember to “not play politics with their portfolios.” The note stated that market forces are more powerful than political forces over the long term. “What sounds promising during election campaigns often may not work in reality.”
While new policy proposals were generally more measured than expected, which pleased markets, Edward Jones anticipates volatility as further updates are released. Here is their view on the list of reforms and which sector and stocks may be impacted by it.
Will The Energy Companies Support New Reforms?
The new administration prioritized energy reform, with Trump fulfilling his “drill, baby, drill” promise through executive actions supporting U.S. oil and gas production. These included declaring a national energy emergency to ease fossil-fuel production restrictions, expediting energy infrastructure projects, rolling …