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Five ways the market’s ‘bubble of belief’ could pop

While investors obsess over Donald Trump’s first moves as president other challenges to their all-in bet on the sharemarket are emerging.

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Forget Netflix, the second coming of Donald Trump has quickly turned into the most bingeable show in the world – and global markets can’t look away.

What will he actually do on tariffs? What will he do on taxes? Which tech billionaire will kiss the ring next?

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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
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    Original URL: https://www.afr.com/chanticleer/five-ways-the-market-s-bubble-of-belief-could-pop-20250122-p5l6bn