As we navigate the post-election landscape, the reactions from global markets highlight a familiar trend: markets “shoot first and ask questions later.” With Trump’s victory, we’ve seen a surge of optimism in deal-making and market performance, particularly in the U.S. However, as I’ve discussed with clients in Europe, the Middle East, and Asia, there’s a keen awareness that this euphoria might be temporary.
Trump’s economic policies bring an inflationary edge, and companies are moving fast to position themselves, particularly in anticipation of trade tariffs and shifting ESG priorities. Businesses in budget season are adapting quickly—strategizing for an environment that’s likely to be complex and uncertain. From the Middle East to Russia-Ukraine, global leaders are preparing for a new diplomatic phase in 2025. We’re entering uncharted territory, and the next steps will test every organization’s ability to adapt to a changing geopolitical landscape.