Trump’s 2025 Policies: Market Disruptions and Key Trading Opportunities

EBC equips traders with insights into commodities, forex, and equities, helping them navigate Trump's policy changes in energy, trade, and fiscal reforms.

With Trump’s 2025 agenda prioritising fossil fuel expansion, aggressive tariffs, and sweeping tax reforms, global markets are facing a period of heightened volatility. However, for traders, these disruptions also create opportunities.

At EBC Financial Group, we combine deep macroeconomic expertise with cutting-edge trading tools to help traders navigate these policy shifts and make informed decisions.

 

Energy Market Volatility: Trading Oil and Gold in a Changing Landscape

The Trump administration’s drive to boost fossil fuel production is set to reshape commodity markets. While an increase in supply could pressure oil prices downwards, market fluctuations present trading opportunities.

Key Insights:

  • Short-Term Oil Strategies – Keep an eye on EIA crude inventory reports. Oversupply trends may signal short-selling prospects.
  • Gold as a Hedge – Uncertainty and trade tensions have pushed gold above $2,800/oz. Allocating 5-10% of portfolios to precious metals may provide stability.

EBC’s commodities platform offers real-time alerts on oil inventories and gold price movements, turning market fluctuations into actionable opportunities.

 

Forex and Trade Tensions: Navigating Currency Volatility

Trump’s proposed 60% tariffs on China are already sending ripples through currency markets. The yuan faces downward pressure, while the US dollar and Swiss franc could strengthen as safe havens.

Trading Opportunities:

  • Safe-Haven Currencies – The USD and CHF typically strengthen in times of trade uncertainty. Traders may consider long positions.
  • Yuan Volatility – Tariffs on Chinese goods could weaken the yuan and commodity-linked currencies. Traders may explore short positions or hedge exposure through correlated assets.

EBC’s forex platform provides fractional pricing and ultra-low latency, helping traders react swiftly to tariff-driven market movements.

 

Equities: Identifying Opportunities in a Shifting Market

Trump’s policy stance is reshaping equity markets. Traditional sectors such as automotive and fossil fuels are likely to benefit from pro-manufacturing policies, while tech could gain from deregulation.

Additionally, shifting global supply chains are boosting manufacturing hubs like India and Vietnam, creating fresh investment opportunities in emerging markets.

Key Takeaways:

  • Sector Rotation Strategies – As traditional industries regain momentum, traders may consider increasing exposure to US stocks positioned to benefit from MAGA 2.0.
  • Shorting Opportunities in Global Equities – Changing supply chains are impacting China, the Eurozone, and the US. These shifts create potential short-selling opportunities in affected markets.

 

The EBC Advantage

Markets are constantly evolving due to policy changes, economic cycles, and geopolitical uncertainty. Staying ahead requires the right insights and execution strategies.

Start trading with EBC today.

Regulation: FCA (UK), ASIC (Australia), CIMA (Cayman Islands)
read more
Why Silver could be the precious metal of 2025

Why Silver could be the precious metal of 2025

The gold bar is metallic yellow and slightly behind the silver bar, which is metallic white and positioned in front. Gold may still be the headline act, but silver’s no longer content playing second fiddle. In 2025, silver isn’t just glittering - it’s surging forward as one of the most exciting metals on the market.
Deriv | 2 days ago
Risk-on sentiment fades as tariffs return to the spotlight 

Risk-on sentiment fades as tariffs return to the spotlight 

Dollar surrenders gains posted after robust labour market report; Trump celebrates US budget bill approval; scheduled to sign it today; Most Fed members feel more comfortable as July rate cut is priced out; Oil steadies near $66, gold rally retains momentum;
XM Group | 2 days ago
ATFX Market Outlook 4th July 2025

ATFX Market Outlook 4th July 2025

The U.S. economy added 147,000 jobs in June, beating expectations of 110,000, while the unemployment rate fell to 4.1%. Traders are now betting that the Fed is unlikely to cut rates before September. Meanwhile, the House narrowly passed Trump's major fiscal bill by a vote of 218 to 214. U.S. stocks rallied on Thursday, hitting fresh record highs.
ATFX | 2 days ago
Nonfarm payrolls take center stage

Nonfarm payrolls take center stage

Slide in US private payrolls raise concerns about NFP miss - US strikes trade deal with Vietnam ahead of July 9 deadline - Pound feels the heat of fiscal shenanigans - S&P 500 hits fresh record high ahead of jobs report
XM Group | 3 days ago
Rate Shifts Steer FX Markets as Silver Holds Strong

Rate Shifts Steer FX Markets as Silver Holds Strong

On July 3, silver stays firm above $35.40 as Fed cut bets persist. EUR/USD holds near 1.1800, while GBP/USD lingers near 1.3585 ahead of UK jobs data. JPY strengthens after BoJ signals a hawkish pause. AUD/USD slips on weak trade surplus. Focus turns to US NFP and ISM data for market direction before the US holiday break.
Moneta Markets | 3 days ago