This year will bring opportunities across all four major asset classes: stocks, bonds, currencies, and commodities. A new Fed chairman, Trump's economic policy, and reduced global tensions should pave the way for strong trading results.

The new Fed Chairman, regardless of who Trump chooses, will pour liquidity into the markets through lower interest rates and QE in the T-bill market. Risk will be on, which will benefit stocks, crypto, and commodities.

Further, the Trump policy to even the playing field in international trade will succeed only if the dollar weakens. So, the greenback should weaken enough to be more competitive but not so much as to lose its world leadership. Commodities in dollar terms will rise, especially precious metals such as gold and silver. They should continue their historic rally.

Meanwhile, global tensions should mitigate. In Gaza, the violence will be muted while all concerned work towards a sustainable solution.  In Venezuela, the new regime will be friendly to global trade, meaning raw materials will likely be more accessible but probably more expensive given the weakness of the dollar. And the Ukrainian situation should reach a resolution that leads to smoother global oil and natural gas flows.

The bottom line is that the Trump Fed will drop rates more than expected, regardless of inflation readings. The resulting global macro landscape should yield strong returns for diversified trading strategies, especially those with holding periods long enough to reap the benefits but short enough to exit wisely.