The Morning Filter 5 Stocks to Buy to Profit from Trump’s Trade Deals
45 snips
May 19, 2025 The discussion kicks off with Moody's credit rating downgrade, analyzing its symbolic implications for investors. It then dives into inflation trends and the effects of tariffs on housing costs. Earnings forecasts for Home Depot, Lowe's, and NVIDIA offer insights into market dynamics. The challenges facing Real Estate Investment Trusts amidst rising rates and market shifts are also explored. Finally, the speakers highlight investment opportunities in defense stocks like Boeing and Lockheed Martin, suggesting a cautious approach to capitalize on trade deal benefits.
AI Snips
Chapters
Transcript
Episode notes
Moody's U.S. Credit Downgrade Impact
- Moody's recent downgrade of the U.S. credit rating to AA1 is largely symbolic and non-impactful on stocks or treasury sales.
- The main risk for U.S. treasuries remains potential debt ceiling conflicts, not rating changes.
Tariffs and Inflation Uncertain
- Tariffs' impact on inflation remains unclear and not clearly reflected in short-term CPI or PPI reports.
- Some price increases in durable goods point to tariff influences, but overall inflation trends are driven more by other sectors like housing.
Track Inflation Expectations Closely
- Focus on inflation expectations, like five-year forward breakeven rates, to gauge Fed sentiment over the next months.
- Use the FRED website to easily track key inflation expectation indicators for investment insight.