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Trump Trade index declines amid US-Iran conflict and inflation concerns
MULTIPLE REPORTS·Published ·Updated ·Event date ·Main source · Financial Post
Story essentials
Donald Trump, Ned Davis Research, Investors
United States
July 2026
Original reports
Ned Davis Research’s Trump Trade Index has fallen 16% since May.
The decline is attributed to the US-Iran conflict, rising energy prices, and inflation.
Investors are shifting away from manufacturing and cyclical stocks toward AI-related themes.
This page is produced by collecting and structuring multiple public reports. Sections based only on reporting or testimony affect the displayed assessment, and the page is updated when new information is identified.
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COMPAMIR Editorial Team
The COMPAMIR editorial team brings together public reporting and links to the original coverage. We update the page as new information emerges.
Read our editorial policy- Earlier version 17/25/2026, 3:30:19 PM
Ned Davis Research’s Trump Trade Index has fallen 16% since May. The decline is attributed to the US-Iran conflict, rising energy prices, and inflation. Investors are shifting away from manufacturing and cyclical stocks toward AI-related themes.