Investors are preparing for Trump 2.0

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Stabilizing the yuan is a priority for Beijing
The overseas Chinese yuan weakened by more than 3% against the US dollar, causing a headache in Beijingwho wants avoid currency volatility even if a cheaper yuan boosts exports. On Monday, China left its own reference loan interest rates remain unchangedsuggesting that maintaining a stable yuan takes priority over revitalizing the domestic economy.

Slowdown in Chinese investments in the US
According to recent data, Chinese investment in the US has declined dramatically in recent years Data from the American Enterprise Institute. Just $1.66 billion flowed into the United States in 2023, down sharply from $46.86 billion in 2017. I probably won't answer during US President-elect Donald Trump's second term due to “ideological mismatch,” analysts say.

First winning week for US stocks in 2025
US markets increased on Friday to end the week in positive territory for the first time in 2025. Asia-Pacific markets climbed on Monday. On Hong Kong trading day Hang Seng Index rose to its highest level since December 31. Mainland China's CSI 300 index rose about 0.5% as Beijing kept its key interest rates unchanged.

The clock has restarted for TikTok
TikTok said in statement regarding X that it is restoring service in the US after Trump wrote on his social media app Social truth “will issue an executive order on Monday” to delay TikTok ban. On Saturday, Perplexity AI submitted an offer to ByteDance, TikTok's parent company create a new combined entity bringing together Perplexity, TikTok US and new equity partners, CNBC has learned.

Oxfam predicts billionaires within a decade
The the combined wealth of billionaires That figure has risen to $15 trillion from $13 trillion in 2024, according to Oxfam Sunday. This is the second largest annual increase in billionaire wealth since the founding of Oxfam. The charity predicts that as the rate of wealth accumulation by the wealthy accelerates, there will be at least five trillionaires within a decade.

TSMC is confident of continued funding under Trump
A Taiwanese semiconductor company expects to continue receiving $6.6 billion was pledged under Biden CHIPS and the Science Act even after Trump took office, TSMC CFO Wendell Huang he told CNBC in an exclusive interview. On the Trump campaign trail criticized the CHIPS Act and accused Taiwan of stealing chip business from the US

(PRO) Trump will determine the direction of markets
Trump's inauguration will take place next Monday. Investors will want to watch this what executive orders Trump will sign starting from day one of his presidency, especially when it comes to tariffs and corporate policy. These orders can determine the direction of stock development for much longer than just the near future.

The S&P500 rose above the shiny 6,000 level after Trump's election victory, but has largely erased all of its gains and has returned to pre-election levels over the past few weeks. But as Trump prepares to enter the White House, it appears that investors are once again preparing to play the market on his agenda.

The stock ultimately ended last week higher, marking its first weekly gain this year. For a week, S&P500 increased by 2.9% i Dow Jones Industrial Average rose 3.7%, the best weekly result since the week of the US presidential election in November. The Nasdaq Composite added 2.5%, which is the best week since early December.

Banks largely contributed to the index gains, as better-than-expected earnings reports from large banks lifted their shares. Shares Goldman Sachs increased by about 12% in a week and JPMorgan Chase increased by 8% in the same period. Overall, the financial sector rose more than 6% last week, outperforming the S&P.

Trump's term as president could provide more momentum for bank stocks. According to Chris Senyek, chief investment strategist at Wolfe Research, rising business and consumer confidence, expanding tax cuts and deregulation of the financial industry are potential drivers for the sector.

“We continue to see financials as the biggest sectoral winner under the Trump administration,” Senyek wrote in a note Friday.

That said, in addition to the anticipation of Trump in the Oval Office, subdued subsequent inflation readings for December also boosted animalistic market sentiment, with all market sectors ending the week in the green.

Better-than-expected economic data helped 'reinvigorate the goldilocks stock market narrative and likely prompted renewed risk-taking' Barclays – wrote strategist Emmanuel Cau in a note on Friday.

Typically, any change carries an increased risk. That's true of Trump 2.0 – but as the number “two” suggests, the change we've seen before may ease that uncertainty just a little.

— CNBC's Alex Harring, Hakyung Kim and Sarah Min contributed to this report.