🚨 TRUMP SAKS A MASSIVE DEAL AND THE MARKETS ARE REACTING — AND HARD 🚨

In a high-profile Washington event, Trump and Mohammed bin Salman announced a sweeping package: a U.S.–Saudi framework covering defence, nuclear energy, AI-infrastructure investment and more — totaling up to $1 trillion in commitments.

At the same time, President Trump also signalled he is backing the sale of the F‑35 stealth fighter jet to Saudi Arabia.

Why this matters for markets:

Defence contractors (e.g., Lockheed Martin) now gain a potential multi-billion order — stock valuations in the large-cap aerospace sector may shift.

Capital flows: A trillion-dollar commitment signals major U.S. foreign-investment inflows; strengthens sectors tied to infrastructure and tech.

Geopolitical risk: Closer U.S.–Saudi ties affect oil markets, Middle East risk premium, and energy price expectations.

Liquidity & policy: Big investment announcements may tilt expectations about interest rates, inflation and sector rotation.

Investor take-aways:

✔ Consider reallocating toward defence / aerospace beneficiaries.

✔ Monitor energy/commodity movers — if Saudi invests heavily, oil & minerals may swing.

✔ Hedge for volatility: major policy deals often bring both upside and surprise downside (regulatory, congressional push-back).

✔ Watch for inflation signals: A $1 trillion package boosts government spending, which may challenge dovish rate bets.

#TrumpWatch #USSaudiDeal #USGovernment #market #MacroNews