Alpine Macro Chief Geopolitical Strategist Dan Alamariu joins Asking for A Trend to discuss how a Trump administration would impact the economy and stock markets.

Alamariu argues that Trump will "govern in a relatively more modern way" than many anticipate. In his analysis of Trump's economic policies, specifically regarding tariffs and fiscal measures, he suggests these won't have the inflationary impact or cause the deficit expansion that many investors fear.

Looking at market performance as an indicator, Alamariu suggests that Trump would be unlikely to implement policies that could hamper stock market growth. He emphasizes that the Trump administration clearly understands that "if they were to spark inflation, they would court political defeat."

In his view, Trump would avoid stoking inflation ahead of the 2026 midterm elections, as this could jeopardize Republican control.

To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here.

This post was written by Angel Smith

Editor's note: This post was updated to correct the spelling of Mr. Alamariu's name.