How Trump’s New Year Post Could Nudge Defense, Financial, and Consumer Stocks

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“The polls are rigged even more than the writers. The real number is 64%, and why not, our Country is “hotter” than ever before. Isn’t it nice to have a STRONG BORDER, No Inflation, a powerful Military, and great Economy??? Happy New Year!”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Trump’s post, which pairs claims of strong poll numbers with themes of tight borders, military strength, and a “great economy,” could briefly boost sentiment in defense (LMT, RTX, ITA, XAR, PPA) and financial names (JPM, XLF, VFH, KRE) if investors see it as reinforcing odds of a market‑friendly, security‑focused policy mix under a potential future administration. References to a “great Economy” and “No Inflation” may also support consumer- and growth‑oriented ETFs (VCR, XLY) by feeding the narrative of resilient household demand and a benign macro backdrop, even if the factual basis is disputed. However, because the message is politically charged and not tied to specific policy proposals, market impact is likely to be short‑lived and overshadowed by hard data on inflation, rates, earnings, and geopolitical developments.

Here are some of the stocks that might be affected:
JPMorgan Chase & Co. ((JPM)),
Lockheed Martin ((LMT)),
Rtx Corporation ((RTX)),
Financial Select Sector SPDR Fund ((XLF)),
SPDR S&P Regional Banking ETF ((KRE)),
Vanguard Consumer Discretionary ETF ((VCR)),
Vanguard Financials ETF ((VFH)),
Invesco Aerospace & Defense ETF ((PPA)),
SPDR S&P Aerospace & Defense ETF ((XAR)),
Consumer Discretionary Select Sector SPDR Fund ((XLY)),
iShares U.S. Aerospace & Defense ETF ((ITA)).