Trumpflation and a Surprise Catalyst Are the 2 Biggest Threats to the Trump Bull Market

While the stock market has thrived under President Trump's second term, two major threats loom: Trumpflation (inflation driven by tariffs and the Iran war) has pushed annualized inflation to 4.2%, and the AI infrastructure build-out, though a major bull market driver, is contributing to inflationary pressures by raising chip and hardware costs. These factors may force the Federal Reserve to aggressively raise interest rates, potentially triggering an AI bubble burst and ending the bull market.