Where Donald Trump can act unilaterally on his campaign promises — and where he will need Congress

Investors may see opportunities in sectors that could benefit from Trump's tariff policies and immigration changes. Companies involved in domestic manufacturing may gain a competitive edge as imports become more expensive due to tariffs. Additionally, defense and security firms might see increased government spending tied to enforcement of immigration laws. The market also appears to favor stocks related to traditional energy sources if green subsidies are rolled back.

On the other hand, sectors reliant on foreign imports may face challenges due to anticipated tariffs, which could reduce their profit margins. Consumer goods companies, especially those reliant on overseas manufacturing, may see a negative impact. Overall economic growth could be hindered by stricter immigration policy leading to labor shortages in various industries.