Donald Trump’s return to the White House dominates 2025 Wall Street outlooks. Pro-business policies are fueling optimism for US stocks and corporate growth. Analysts predict continued AI-driven gains, though equity returns may not match last year’s levels. Inflation could limit the Federal Reserve's ability to cut interest rates, leading to fewer reductions than anticipated. US assets remain a top pick globally, despite trade tensions and unpredictable policies. Investors are advised to diversify into private markets and hedge funds, while tech and small-cap stocks are expected to broaden gains.