Trump Touts Tariffs and 5% GDP: Potential Ripple Effects for Industrials, Metals, Financials, and Gold Miners

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

“BREAKING NEWS: Numbers released today show that the United States of America has the lowest Trade Deficit since 2009, and going even lower. In addition, our Nation’s Gross Domestic Product (GDP) is predicted to come in at over 5%, and that is after losing at least 1.5% to the Democrat “Shutdown.” These incredible numbers, and the unprecedented SUCCESS of our Country, are a direct result of TARIFFS, which have rescued our Economy and National Security. I hope the Supreme Court is aware of these Historic, Country saving achievements prior to the issuance of their most important (ever!) Decision. Thank you for your attention to this matter! PRESIDENT DONALD J. TRUMP”

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 highlighting a shrinking trade deficit and strong GDP could boost sentiment for cyclical and trade‑sensitive industrials such as Boeing, Caterpillar, Nucor, and related ETFs (VIS, XLI, IYJ, XME, SLX) on expectations of robust economic activity and manufacturing demand. However, his explicit crediting of tariffs as the driver of this strength may revive concerns about higher input costs, retaliatory trade actions, and policy uncertainty, which can partially offset gains in global exporters and metal users while providing a relative tailwind to gold‑related names like GDX as a hedge. Financial sector ETFs (XLF, KRE, VFH) could benefit from the implication of strong growth supporting loan demand and credit quality, though any perception of rising policy or geopolitical risk tied to trade could temper enthusiasm for more rate‑sensitive regional banks.

Here are some of the stocks that might be affected:
Boeing Company ((BA)),
Caterpillar ((CAT)),
Nucor ((NUE)),
Vanguard Industrials ETF ((VIS)),
Financial Select Sector SPDR Fund ((XLF)),
Industrial Select Sector SPDR Fund ((XLI)),
SPDR S&P Regional Banking ETF ((KRE)),
VanEck Gold Miners ETF ((GDX)),
Vanguard Financials ETF ((VFH)),
SPDR S&P Metals & Mining ETF ((XME)),
iShares U.S. Industrials ETF ((IYJ)),
VanEck Steel ETF ((SLX)).