Under Trump, U.S. stocks seen boosted by defense and banks but dragged by oil and clean energy
• U.S. stocks likely to outperform international peers under Trump due to increased trade tensions and tariffs • Clean energy stocks would likely underperform due to rolled back policies and incentives • Oil and gas may struggle to boost stock prices despite increased production • Defense stocks could benefit from military contractor friendly policies • Bank stocks may get a boost from deregulation and looser monetary policy