The markets surged Thursday as President Trump announced the first of what he promises will be "dozens" of new trade agreements, starting with the United Kingdom. With the Dow jumping nearly 400 points on the news, smart investors are already positioning themselves for what could be a seismic shift in global trade dynamics. While most analysts are focused on short-term market reactions, the real opportunity lies in identifying the sectors that stand to benefit most as negotiations with other major trading partners advance rapidly in the coming weeks.
Agricultural Exports Leading the Charge
The UK deal specifically opens new markets for US beef, ethanol, and other agricultural products, sending a clear signal about Trump's priorities. American beef producers could see dramatic export growth as trade barriers fall, with industry leaders already projecting double-digit increases in overseas shipments. Ethanol producers were specifically highlighted during the announcement, with the Renewable Fuels Association praising the agreement as a victory for American farmers and biofuel manufacturers. This sector had been hit hard by previous trade tensions but now stands at the forefront of export expansion.
Manufacturing Renaissance on the Horizon
While the baseline 10% tariff remains on many goods, Commerce Secretary Howard Lutnick emphasized that the deal creates "$5 billion in economic opportunities for U.S. exporters." Steel and aluminum manufacturers stand to benefit significantly as future agreements build on this template, particularly as Trump has indicated countries that don't reach deals could face tariffs as high as 20%. Manufacturing stocks initially hammered by tariff concerns have begun recovering as investors recognize the potential upside from negotiated trade advantages. Companies with strong export capabilities and existing international distribution networks are particularly well-positioned.