Trump is Finally Making Trade Deals

A crazy stock market just got A LOT crazier.

Remember the ongoing trade war between the US and China? (Who can forget!)

The US was imposing a 145% tariff on China, and China was imposing 125% on the US.

It’s wild!

And the stock market HATED all of the fighting!

The stock market was down in 2025 and it’s because of the trade fights we’re having with other countries.

Well, last week Trump announced a temporary ceasefire in our trade war with China.

Over the next 90 days, the US will tariff Chinese goods 30%, and China will drop theirs to 10%.

And the stock market went NUTS on the news!

The S&P 500 shot up over 3% just last Monday.

Its 185-point rise is now the 5th highest ever!

Now the stock market is up for 2025. It’s not a lot. But green is always better than red.

And some stocks really shot up.

Tesla (ticker: TSLA), Stanley Black and Decker (ticker: SWK), and Texas Instruments (ticker: TXN) all benefited enormously from the news.

It makes sense - all three companies have huge exposure to China.

The question investors are asking is: “What’s next?”

The trade ceasefire between the US and China is just the first step.

It shows both countries are willing to go to the negotiating table.

And if China is willing to negotiate with Trump, then other countries will follow.

I’m talking about places like Vietnam, countries in the European Union, and even Mexico and Canada.

It’ll come down to spotting the countries about to make an agreement, and which companies will cash in.

Trump loves making deals… and these companies are poised to jump.

First up is Nike (ticker: NKE), which has been getting hammered recently.

Nike is down over 15% so far in 2025 and more than 30% over the last 12 months.

What’s going on?

The trade fight has been brutal for Nike.

Trump originally announced a 46% tariff on Vietnamese goods.

And Nike’s largest manufacturing hub is in Vietnam!

The 46% tariff on Vietnam is paused until mid-July, which gives time for both countries to sit at the table and hash out a deal.

And… WHEN a deal is reached then Nike is going to soar!

Another company following tariff news is Medtronic (ticker: MDT), one of the largest medical device companies in the world.

Medtronic has over 13,000 workers in Mexico producing some of its popular medical devices, like stents and catheters.

And those devices will get more expensive in the US if Trump follows through on his threats of a 25% tariff on Mexico.

Medtronic stock is positive for 2025, but it’s been a lot of up and down.

If a trade deal is reached with Mexico then Medtronic will be climbing higher - I bet!!

The last company is Jabil (ticker: JBL), which designs and manufactures circuit boards for phones, tablets, and computers.

Jabil will benefit enormously from trade deals, but not for the reason you might think.

Unlike the other companies on our list, which benefit from lower US tariffs, Jabil will gain from lower tariffs in other countries.

Over 80% of Jabil’s revenue comes from outside the US.

And while Jabil has manufacturing plants all over the world, a lot of manufacturing is still done here.

Lower tariffs for US exports to other countries will make Jabil’s products cheaper and more competitive.

Jabil stock has performed really well, rising over 40% in the last 12 months.

And if more trade deals are coming then Jabil will continue to climb.

Do you think more trade deals are on the way?

Send me a quick note with your thoughts!