US trade deficit hits record that will be a Trump target

Published On Feb 5, 2025, 4:20 PM

The U.S. trade deficit has reached a record high of $1.2 trillion as reported by the Commerce Department, with imports peaking at $364.9 billion in December 2024. This deficit can be attributed to substantial trade imbalances with countries like China, Mexico, and Canada. In light of this, President Trump, who has taken office again, is likely to emphasize his protectionist trade policies and tariffs as a means to reduce the deficit and bolster U.S. manufacturing. This situation presents significant implications for investors in industries that may be targeted by tariffs or benefit from protectionist measures.

Stock Forecasts

XLI

Positive

The increasing U.S. trade deficit may lead to more aggressive tariff policies from the Trump administration, affecting companies reliant on imports as costs could rise. Conversely, domestic manufacturers may benefit from reduced competition and increased demand, leading to potential stock price increases in these sectors. Expect volatility in affected sectors as trade policy evolves.

Related News

Amid warnings of price increases, Canada moved quickly to retaliate, China said it had planned countermeasures, and Mexico said it would soon unveil its response.

XLI
EWC

Canada and Mexico announced tariffs on U.S. imports on Saturday in retaliation for President Donald Trump placing tariffs on the two countries.

XLY
XLI

The White House press secretary said the president would move forward with levies on America’s largest trading partners on Saturday.

XLI
F
FXI
XRT