Let's rack it up.
Tariffs - he'll actually do it, all of it, and we'll become self-sufficient. No, they're not inflationary and those who are claiming they are know they're lying (and likely are in the top 1% who will see their pricing power returned, in many cases, to the consumer.)
Immigration - there are literally 1,000 indictments under 8 USC 1324 lined up. I've been told this. As soon as the tariffs bite and firms try to lay people off he's going to hammer all the employers of illegals. They'll have two choices: Hire the Americans being laid off or go out of business. This is coming within the next month.
Medical - there are another 1,000 indictments under 15 USC Chapter 1 in the pipe. That's next into the late spring and summer, and will force down medical costs by 80%. That, in turn, will cut 15% off the operating cost for every US-based business which is utterly huge and, other than all the paper-pushers in hospitals and doctor's offices (which are a not-insignificant number of people) will be a tremendously good thing. Those who get fired that had those positions can go work in a car plant making car parts in America (see the first point for why there will be half a million openings in the first three months there.)
Precursors and supplies - they're going to roar back; medical and industrial are all coming home. By this summer closed factories and office space will start to be refurbished and put back online.
Energy - coal plants shut down but not yet razed will be in the process of restart by the end of summer. Electricity prices will fall.
Housing - apartment rents will fall like a stone as all the illegal immigrants are forced out since they can't work and DHS/ICE will be literally frog-marching people over the bridges and entry points back into Mexico. Most will leave voluntarily but those who try not to won't get away with it.
Educational loans - they're being ejected from the Federal Government and it is rumored that Trump has come up with a legal way to void the bankruptcy exemption both retroactively and forward, putting the defaulted loans back on the colleges. That ought to be fun to watch as it collapses the value of said degrees and thus forces 80% reductions in total four-year cost -- never mind any forward financing will be inextricably tied to earnings potential and objective progress (since no bank will take the risk otherwise.)
Stocks - he's short up to his neck. Heh, its not illegal for Congress so why would it be for him? Are you?
Yes, there will be a declared recession. China will squeal like crazy but they're in more trouble with bubble financing than we are. Xi has been checkmated on this and has nowhere to go.
And by late spring 2026 what in the fall and winter of 2025 look like the absolute pit of irrevocable despair you'll see green shoots -- real ones, not those fed with hyperactive doses of fertilizer that are going to burn the roots. Next spring, early, will be the time to buy assets at prices half or less than you can get them today, with many, particularly in commercial RE and machinery at 70+% discounts from today's prices.
The GOP wins in a landslide in 2026 as real incomes, measured in hours worked for a gallon of gasoline, a week of food, a new vehicle, a month's rent, a removed appendix and similar will all go down for hours worked in the United States with the largest gains, as much as 30-40%, in the strata of those making less than $100,000/yr.