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Craig Shapiro highlights that U.S. President Donald Trump openly connects stock market strength to his policy approach.
According to Shapiro, Trump makes it clear that the stock market is increasingly tied to his administration's policies and decisions.
Shapiro has previously tracked shifts in key sectors and asset classes. He highlighted Broadcom’s AI revenue guidance miss as the first repricing signal for the sector in 2026 in a recent report. In a separate note, he observed the U.S. dollar rally as front end yields rose, with gold, silver, bitcoin, and copper falling to session lows, as seen in his commentary on market moves.