Banking actions were “quite well” under Trump 2.0, says the investor, naming his favorites

The shares of the investment banks will benefit from the presidency of Trump, according to the investor Kingsley Jones, who said it was time for finance to “intensify.”

In statements to Martin Soong of CNBC, the Australian investor gave an upward tone in the perspectives of the shares as the second mandate of the president of the United States, Donald Trump begins.

“A Wall Street, in general, will do it quite out of Trump’s presidency,” said Jones, founder and investment director of the Jevons Global advice firm.

He added that the banks were particularly well located, given Trump’s promise to loosen the treatment elaboration regulations and the imposition of commercial tariffs that could see companies again focus on the United States.

“When you have a moment of great change like this, which is very pro-negocio in the United States, much about the construction of new factories, in addition to changing commercial patterns, I think finance will work quite well,” said Jones.

“There is a great need for investment banks to intense and finance any change in activity that happens,” he added, naming JPMorgan and Goldman Sachs As two actions, he likes them especially.

Comes after a record quarter For banks, after the commercial activity of bumpers around the presidential elections and more investment banking agreements.

Trump’s return to the White House is expected Reuters reported. The same data suggest that M&A bankers could earn around $ 27.6 billion in rates. If so, it would be the second highest year in two decades.

After Trump’s electoral victory in November, merchants and leaders on Wall Street said they expect the Flood tips to open on merger and acquisition activity. The Goldman Sachs CEO, David Solomon, echoed this feeling in Januarystating that Trump had brought back “a significant change in the confidence of the CEO” and “increased appetite for the agreement backed by a better regulatory backdrop.”

Two horses’ career

In another place, Jones said the emergence of The Open Deepseek AI model It is ready to cause a “boom” in the artificial intelligence competition.

However, he said that it is firmly a two -horse race between the United States and China.

“There will be a boom in China of application of these models, and also in the United States and in other places,” he said.

“(But) it is those two nations that lead,” said Jones, adding that Europe is “starting from behind.”