Trump's acceptance speech hints at big plans for infrastructure stimulus spending, but getting any plan through congress could be a challenge. Pantheon Macroeconomics Chief Economist Ian Shepherdson says that although Trump will have a Republican-controlled congress, it's not necessarily a unified party. But, if he's able to pass stimulus and tax cuts at the level he has talked about, it would easily avoid a U.S. recession next year. "What it means is a potentially huge change for U.S. fiscal policy because Donald Trump is proposing a gigantic tax cut of $9.5 trillion over 10 years which is the sort of stimulus we have never seen in peace time. Plus, he also talked about in his victory speech tonight a lot about infrastructure spending as well. So, on both sides of the public accounts we're seeing a substantial loosening of policy," says Shepherdson. TheStreet's Ruben Ramirez has more from Wall Street.