Wall Street’s Big Hope Is Trump Pulls His Punches on Immigration

  • Deportations have broad support and were key campaign promise
  • Impact would be close to pandemic era, Siebert’s Malek says

A worker assembles temporary shelters in preparation for mass deportations at the US-Mexico border in Ciudad Juarez, Chihuahua state, Mexico.

Photographer: Justin Hamel/Bloomberg
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President Donald Trump’s immigration policies would likely have devastating effects on Corporate America’s growth and earnings, but investors haven’t been perturbed yet — largely because they don’t believe he’ll follow through on the full extent of his plans.

It’s a gamble that would be costly to lose, strategists and analysts say, with mass deportations likely upending industries as varied as service-heavy hospitality and leisure, and labor-intensive agriculture, food production, manufacturing and construction.