HTML5 Incompatible Browser

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

Bob Wiedemer

For more information please get in touch with a Monex Account Representative at 1-800-444-8317.

A Year for Accumulation ReportFree “A Year for Accumulation” Report
Learn why 2019 is the year for accumulation in our new report written by widely-recognized financial market analyst, author, and Managing Partner of CPM group, Jeffrey Christian. This insightful report will provide you with informative facts, statistics, charts, and more details that explain why investors should begin to think about accumulating precious metals in 2019. Monex offers this report completely free of charge in an effort to keep our customers and prospective customers informed about the events occurring within the precious metals market. Claim your free report now with a quick, easy phone call to a Monex Account Representative. Call now: 1-800-444-8317.

IMPORTANT NOTE: The information presented in these video clips is solely a highlight of the opinion of a third-party and is incomplete. Please visit the website and/or subscribe to the publication for the full and timely opinion of the individual and call a Monex Account Representative for any additional up-to-date information. This is not an offer to buy or sell precious metals. Investors should obtain advice based on their own individual circumstances and understand the risk before making any investment decision.

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.