Trump’s Emmer Endorsement Signals Pro-Growth, Pro-Energy Stance That Could Modestly Lift Industrials, Energy and Financial Stocks

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

“RT @realDonaldTrump Congressman Tom Emmer is an America First Patriot who is a fantastic Champion for Minnesota’s 6th Congressional District!

As the Majority Whip of the U.S. House of Representatives, Tom is doing a tremendous job advancing our America First Agenda. He is fighting tirelessly to Grow our Economy, Cut Taxes and Regulations, Promote MADE IN THE U.S.A., Unleash American Energy DOMINANCE, Keep our now very Secure Border, SECURE, Stop Migrant Crime, Strengthen our Military/Veterans, and Defend our always under siege Second Amendment.

Tom Emmer has my Complete and Total Endorsement for Re-Election — HE WILL NEVER LET YOU DOWN!”

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 strong endorsement of Tom Emmer and the “America First” agenda—highlighting tax cuts, deregulation, energy dominance, military strengthening, and tough immigration policies—could bolster investor sentiment toward cyclical, domestically focused sectors seen as beneficiaries of pro-growth, pro-fossil-fuel policies. This may be modestly supportive for industrials and energy names and funds (Caterpillar, Deere, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Exxon Mobil, Chevron, Schlumberger, and ETFs like XLI, VIS, XLE, VDE, OIH, ITA, XAR, IYD, IYJ), as well as financials (JPMorgan, Goldman Sachs, XLF, VFH, KRE) and consumer discretionary exposure (XLY, VCR) that tend to perform better in a perceived business-friendly regulatory and tax environment. However, the direct impact from a single endorsement post is likely to be limited and short-lived, with any market reaction depending on whether investors interpret this as a signal of rising odds for broader policy continuity or a future administration favoring these sectors.

Here are some of the stocks that might be affected:
Caterpillar ((CAT)),
Chevron ((CVX)),
Deere & Company ((DE)),
Exxon Mobil Corp. ((XOM)),
Honeywell International ((HON)),
JPMorgan Chase & Co. ((JPM)),
Lockheed Martin ((LMT)),
Northrop Grumman Corp. ((NOC)),
Schlumberger ((SLB)),
Rtx Corporation ((RTX)),
Goldman Sachs Group ((GS)),
Vanguard Industrials ETF ((VIS)),
Financial Select Sector SPDR Fund ((XLF)),
Industrial Select Sector SPDR Fund ((XLI)),
Energy Select Sector SPDR Fund ((XLE)),
SPDR S&P Regional Banking ETF ((KRE)),
Vanguard Consumer Discretionary ETF ((VCR)),
VanEck Oil Services ETF ((OIH)),
Vanguard Energy ETF ((VDE)),
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)),
iShares U.S. Industrials ETF ((IYJ)).