Trump’s Tariff Rhetoric Rekindles Trade Jitters: What It Means for China ETFs, Big Tech, Industrials, and U.S. Retail

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

“RT @realDonaldTrump The people who brought the Tariff Litigation against our Country, now in the United States Supreme Court, are strongly China oriented, and very upset by the fact that the United States is doing so well — GIANT GROWTH AND INVESTMENT, ALMOST NO INFLATION! These people, in some cases Americans, should be ashamed of themselves. MAKE AMERICA GREAT AGAIN!”

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 defense of U.S. tariffs and criticism of China-oriented litigants could revive expectations of a tougher trade stance, pressuring China-linked names like iShares MSCI China ETF (MCHI) while supporting domestically focused industrials and manufacturing plays such as XLI, VIS, and IYJ. Large U.S. multinationals with China exposure, including Apple (AAPL), Nike (NKE), and consumer/tech ETFs like QQQ, XLK, VGT, XLY, VCR, and XLC, could see increased volatility as investors reassess supply-chain and demand risks tied to renewed trade tensions. Retailers like Walmart (WMT) may face concerns about higher import costs, but the broader pro-growth, “America First” tone could cushion sentiment for U.S.-centric sectors and ETFs perceived as beneficiaries of domestic investment and reshoring trends.

Here are some of the stocks that might be affected:
Apple Inc ((AAPL)),
Nike Inc ((NKE)),
Walmart Inc. ((WMT)),
Invesco QQQ Trust ((QQQ)),
Vanguard Industrials ETF ((VIS)),
Industrial Select Sector SPDR Fund ((XLI)),
Technology Select Sector SPDR Fund ((XLK)),
iShares MSCI China ETF ((MCHI)),
Vanguard Consumer Discretionary ETF ((VCR)),
Vanguard Information Technology ETF ((VGT)),
Consumer Discretionary Select Sector SPDR Fund ((XLY)),
iShares U.S. Industrials ETF ((IYJ)).