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USA under Trump: Renewable energies and real estate on the rise!
Investments in real estate and renewable energy are taking on new importance. Political uncertainties influence markets and investors.
USA under Trump: Renewable energies and real estate on the rise!
The economic and political developments in the USA under the administration of Donald Trump are increasingly casting a shadow on international markets. In addition to numerous political capers, there are uncertainties in fundamental economic issues that also affect Europe. Cash Online analyzes that these uncertainties undermine trust in the USA as a reliable contractual partner and cause nervousness on the capital markets.
The picture that emerges is characterized by weak economic figures and extreme dissatisfaction in Germany and Europe. These factors promote a kind of doom and gloom that calls political stability into question. The capital markets are showing a parallel negative development for stocks and fixed-interest securities; Diversification is proving to be of little help. Given their interest rates below the inflation rate, fixed-term deposits and federal bonds only offer real losses for investors.
Market developments and investor behavior
In such a market environment, many investors flee into supposedly safer investments such as gold and Bitcoin. However, these alternatives are characterized by high volatility and do not offer any ongoing returns. However, alternative investments, particularly real assets such as real estate, renewable energies and private equity, are becoming increasingly important. Loud Cash Online, property prices have seen a price correction of around 20% since mid-2022, while inflation was around 17% during the same period. This leads to a real price drop of 30% or more.
The financial regulator BaFin has now halved the “sectoral systemic risk buffer” for residential real estate loans, which is helping to stabilize the residential real estate market. In addition, new lending has shown positive signs since the beginning of 2024. Although commercial real estate is lagging behind, there are positive signs for investment in residential real estate.
Another growing area is that of renewable energy, which remains strong despite political uncertainty in the US. financial world reports high demand, which is reinforced by developments such as artificial intelligence. The Trump administration may make adjustments to the Inflation Reduction Act (IRA), with the impact expected to be smaller than markets feared.
Political developments and their effects
A key issue is Republican support for the IRA, which could make it harder for the Trump administration to enact significant cuts to renewable energy. While onshore wind and solar energy benefit from existing tax credits, offshore wind power is at risk due to halted leasing.
Experts estimate that even if there are moderate reductions in PTC and ITC credits, this will not fundamentally affect the long-term prospects of the industry. Demand for renewable energy remains robust, which is why companies have already prepared for possible risks from the IRA changes.
In summary, it can be said that both the uncertainties in US politics and developments on the capital markets have far-reaching effects on investor decisions. Real assets, or renewable energies, in particular, are the focus of investors who are striving for stability in an increasingly volatile economic landscape.