Donald Trump’s re-embrace of full-throttle capitalism is reigniting financial confidence across America, and the effects are already reverberating through markets.

With his recent pledge to expedite permits for any entity investing $1 billion or more in the United States, Trump is sending a clear signal: capitalism is not only acceptable but encouraged, and the world’s biggest economy is open for ambitious business.

Since his election victory, financial sentiment has undergone a palpable transformation.

The S&P 500 has risen nearly 8%, while the Dow Jones Industrial Average is up more than 6%, reflecting a surge of optimism among investors.

Even more strikingly, business confidence surveys show the highest levels recorded since the pre-pandemic era.

Trump’s pro-growth rhetoric is being met with enthusiasm from industries eager to take advantage of a more streamlined regulatory environment and bold economic policies.

What underpins this market buoyancy? At its core is the idea that capitalism, unburdened by layers of bureaucracy, can once again thrive in America.

Trump’s promise of expedited approvals and permits, including environmental clearances, is designed to remove roadblocks that have often hampered large-scale investments. For companies weighing whether to bring manufacturing, energy, or infrastructure projects stateside, the message is clear: America is a willing and enthusiastic partner.

The timing of this pro-capitalism pivot could not be better. The past decade saw a gradual erosion of trust in the virtues of free markets, with populist movements on both sides of the political spectrum blaming capitalism for inequality, environmental degradation, and corporate excess.

Trump's latest declaration seeks to flip the narrative, emphasizing the immense potential for job creation, technological advancement, and national prosperity when businesses are encouraged to thrive.

The post-election stock market rally reflects this recalibration.

Tech giants like Apple and Microsoft, which rely heavily on market-friendly policies, have seen share price increases of over 10% since Trump’s victory. Meanwhile, industrial firms like Caterpillar and General Electric are also enjoying a resurgence, buoyed by hopes of increased infrastructure spending and fewer regulatory hurdles. This cross-sector boost demonstrates a renewed confidence in the economy’s ability to grow dynamically.

Critics, of course, argue that expedited approvals may come at the cost of environmental protections or social considerations.

But Trump’s defenders counter that the benefits of economic growth will outweigh these concerns. Investments of over $1 billion inevitably create ripple effects—stimulating local economies, generating employment, and driving innovation. By fast-tracking such projects, the administration is betting on capitalism’s ability to deliver tangible benefits across the socioeconomic spectrum.

Indeed, history offers evidence to support this argument.

Consider the Reagan era, when deregulation and pro-business policies unleashed an economic boom that benefited millions of Americans.

Internationally, Trump’s pro-capitalism stance may also give the United States a competitive edge.

In an era where some advanced economies are grappling with slow growth and rising protectionism, America’s openness to major investments could attract global capital. Foreign investors seeking stable, high-return opportunities will likely find Trump’s America increasingly attractive, boosting the dollar and expanding the country’s economic influence.

Importantly, the psychological impact of Trump’s rhetoric cannot be overstated.

Markets are as much about perception as they are about fundamentals, and the president’s bold, unapologetic messaging is resonating with a wide range of stakeholders.

Whether it’s his call to "get ready to rock" or his promise to make large-scale projects a reality, Trump is reviving the kind of optimism that fuels economic expansion.

For everyday Americans, the return of pro-capitalism policies signals the potential for better job opportunities, higher wages, and a reinvigorated sense of economic agency. The promise of expedited investments means more factories, more innovation hubs, and more infrastructure—concrete signs that the economy is moving in the right direction.

While challenges remain, particularly in ensuring that growth is inclusive and sustainable, the early signs suggest that Trump’s bet on capitalism is paying off.

The rallying markets, rising investor confidence, and renewed business enthusiasm are all indicators of a nation ready to embrace its entrepreneurial spirit once again.

Pro-capitalism is back, and it’s good news for America.

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London-born Nigel Green is founder and CEO of deVere Group. Following in his father’s footstep, he entered the financial services industry as a young adult. After working in the sector for 15 years in London, he subsequently spent several years operating within the international space, before launching deVere in 2002 with a single office in Hong Kong. Today, deVere is one of the world’s largest independent financial advisory organizations, doing business in 100 countries and with more than $12bn under advisement. It specializes global financial solutions to international, local mass affluent, and high-net-worth clients. In early 2017, it was announced that deVere would launch its own private bank. In addition, deVere also confirmed it has received its own investment banking license.