To mark his first year in office, Donald Trump delivered a lengthy speech in Iowa. Far from the usual slogans, he lined up a series of numbers and decisions that outline the economic direction of the United States for the years to come. Here’s what to remember.
Purchasing power at the heart of the assessment
This is the point that directly affects the wallet: Trump announced an average increase in real wages of over $2,000 per household in just one year. According to him, this increase, combined with "defeated" inflation, marks the return of purchasing power for the middle class.
Massive stock market records
The president claimed 52 historical records for the American stock market since his election. This performance would have added 9 trillion dollars in value to citizens' savings accounts and retirement funds (401k). It's a very strong liquidity signal for global markets.
Total support for industry and agriculture
• Reindustrialization: He welcomed the return of factories to American soil (like John Deere), driven by his tariff policy.
• Energy and Ethanol: To support farmers, he lifted water restrictions and allowed the sale of E15 gasoline year-round. He also reaffirmed his desire to eliminate mandates on electric vehicles to favor combustion engines.
Security and migration policy
Trump declared the southern border "totally closed." He highlighted the launch of the largest deportation operation of criminals in the country's history, claiming that this has already led to a historic drop in homicides and overdose deaths (-21%).
Geopolitics: The strategy of force
He recalled two major events from the past year: the "Midnight Hammer" operation against Iranian nuclear facilities and the capture of Nicolas Maduro. For him, peace comes through demonstrating power and ending "endless" conflicts.
This speech shows a president who is betting everything on aggressive growth, massive deregulation, and explicit protectionism. For investors, this means a very volatile market environment but fueled by a massive injection of capital into the real economy.
My analysis is simple: Trump boosts the traditional economy, creating an "air call" for capital towards Wall Street, which could stabilize crypto in favor of stocks. But, paradoxically, this massive liquidity injection and the increase in purchasing power he claims provide the market with the fuel necessary for a Bitcoin explosion. Basically, if the American economy is as strong as he says, it finally gives institutions and the state the means to invest heavily in crypto as a strategic reserve.
Will wage increases and stock market records be enough to stabilize the global economy in 2026? #News #Trump2026 #MacroEconomie