NEW YORK, NY – CNBC’s financial expert Jim Cramer recently identified stocks that could potentially benefit from a return of former President Donald Trump to office. However, he also pointed out that predicting the impact of Trump’s policies on the stock market can be challenging.

Cramer suggested that the recent assassination attempt on Trump has led many to believe that he may have a higher chance of winning against President Joe Biden in the upcoming election. As a result, investors on Monday seemed to be favoring stocks that typically perform well under a Republican administration.

The financial analyst highlighted that Trump is likely to have a more relaxed approach towards mergers and acquisitions compared to Biden. This could potentially benefit big investment banks like JPMorgan, Goldman Sachs, Morgan Stanley, and Bank of America, all of which saw gains in the market on Monday.

In terms of specific acquisitions, Cramer mentioned that a Trump administration might be more open to deals like Kroger acquiring Albertsons and Tapestry acquiring Capri, which had faced opposition from the Biden administration.

However, Cramer also advised investors to steer clear of stocks related to environmental conservation, as Trump has a history of rolling back environmental policies. This could negatively impact companies in the renewable energy sector such as Enphase, SolarEdge, Sunrun, and Sunnova, all of which experienced declines in their stock prices on Monday.

Overall, Cramer’s analysis suggests that certain sectors and companies could see fluctuations in their performance depending on the outcome of the election, highlighting the complex relationship between politics and the stock market.