According to Bloomberg Economics, Trump is making good on his policy pledges during his current administration. Jennifer Welch, Bloomberg's chief geo-economics analyst, offered a cautionary take on regional exposure: "Tehran shouldn't bet on TACO"—a well-known investor shorthand in trading circles. The remark signals growing market concerns about how shifting US geopolitical positions could reshape asset allocation strategies. Investors tracking currency dynamics and emerging market exposure are taking note of these policy shifts and their potential ripple effects across global markets.