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How could the U.S. economy and investors be impacted by what has been termed “Trump Trade” policies?

Bob Wiedemer

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Video Transcript

Bob Wiedemer: There's a lot of talk about the "Trump Trade," when President Trump was elected. The reality is that nothing really has happened on the "Trump Trade" so far. Many of the companies that did well have held up... Caterpillar, other construction machinery companies, cement companies, for hope for infrastructure projects. We haven't seen that yet, but the trade itself is still up, the market is still up, but we could be in for some problems if the infrastructure improvements don't happen going forward. A lot of the "Trump Trade," actually could be in somewhat imperiled and some of its already falling off. Another part was financial deregulation--financials did well. We're seeing some action on that though. So, there is some reality behind the trade, but another is such infrastructure, maybe not as much, and also in things like NAFTA. Actually, a little less concern over those areas. So, you may actually see some rebounding if companies were hurt, because they thought they might be hurt by NAFTA being completely thrown out and re-negotiated. It's clearly going to be re-negotiated to some degree, but not to the extent that it will look like right after President Trump was elected.