Investors are preparing for Trump 2.0

This is a report from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open provides investors with information on everything they need to know, no matter where they are. Like what you see? You can subscribe here.

Stabilizing the yuan is a priority for Beijing
The offshore Chinese yuan weakened more than 3% against the US dollar, a headache for Beijingwho wants avoid currency volatility even as a cheaper yuan boosts exports. On Monday, China left its own Base lending rates have not changedsuggesting that maintaining the stability of the renminbi takes priority over stimulating the domestic economy.

A slowdown in Chinese investment in the US
According to the latest data, Chinese investment in the US has declined sharply in recent years Data from the American Enterprise Institute. In 2023, the US received just $1.66 billion, down sharply from $46.86 billion in 2017. unlikely to be picked up during US President-elect Donald Trump’s second term because of an “ideological mismatch,” analysts said.

First winning week for US stocks in 2025
Markets in the USA rose on Friday to finish the week higher for the first time in 2025. Markets of the Asia-Pacific region climbed on Monday. During the trading day, Hong Kong Hang Seng Index jumped to its highest level since December 31. China’s mainland CSI 300 index added about 0.5% as Beijing left its key lending rates unchanged.

The clock has been relaunched for TikTok
TikTok said in a statement on X what is this resuming service in the US after Trump wrote on his social media account Social truth he will “issue an order on Monday” to postpone ban on TikTok. On Saturday, Perplexity AI submitted an application to TikTok parent company ByteDance to create a new merged object the merger of Perplexity, TikTok US and new capital partners, CNBC has learned.

Trillionaires in ten years, predicts Oxfam
The the combined wealth of billionaires rising to $15 trillion from $13 trillion in 2024, Oxfam said on Sunday. This is the second largest annual increase in the wealth of billionaires since Oxfam started keeping records. With the pace of wealth accumulation by the rich accelerating, the charity predicts there will be at least five trillionaires within a decade.

TSMC confident of continued funding under Trump
Taiwan Semiconductor Manufacturing Co expects it to continue to receive 6.6 billion dollars were promised under the Biden administration CHIPS and Science Act even after Trump took office, TSMC CFO Wendell Huang told CNBC in an exclusive interview. In the Trump campaign criticized the CHIPS Act and accused Taiwan of stealing the US chip business

(PRO) Trump must set direction for markets
Trump’s inauguration will take place later on Monday. Investors will want to keep an eye out what executive orders will Trump sign starting on day one of his presidency, especially on tariffs and corporate policy. These warrants can determine the direction of stocks for much longer than just the near term.

The S&P 500 rose above the shiny 6,000 level after Trump won the election, but has largely erased all of its gains and returned to its pre-election levels in the past few weeks. Still, as Trump prepares to enter the White House, it appears that investors are once again preparing to play the market based on his agenda.

Stocks finally ended last week on a positive note, which was the first weekly gain of the year S&P 500 advanced by 2.9% and Art Dow Jones industrial index jumped 3.7%, its best weekly performance since the week of the US presidential election in November. The Nasdaq Composite added 2.5%, its best week since early December.

Banks were a major contributor to the index’s gains, as better-than-expected earnings reports from major banks lifted their shares. Actions Goldman Sachs up about 12% for the week JPMorgan Chase increased by 8% during the same period. Overall, the financial sector rose more than 6% last week, outperforming the S&P.

Trump’s tenure as president could give bank stocks more momentum. According to Chris Seniek, chief investment strategist at Wolfe Research, growing business and consumer confidence, increased 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,” Senjek wrote in a note on Friday.

Still, aside from the prospect of Trump sitting in the Oval Office, muted inflation figures for December also boosted market sentiment, with all market sectors ending the week in the black.

The better-than-expected economic data helped “revive the goldilocks narrative for stocks and likely spurred risk-on.” Barclays strategist Emmanuel Cau wrote in a Friday note.

As a rule, any change is associated with increased risks. That’s true with Trump 2.0 — but as number two suggests, the change we’ve seen before may soften that uncertainty a bit.

— CNBC’s Alex Haring, Hakyun Kim and Sarah Min contributed to this report.