Tesla: We See Some Risk to Our Near-Term Outlook From Tariffs but Long-Term Outlook Unchanged
We estimate tariffs on these products could add at least 5%-10% to the vehicle cost. Higher costs require Tesla to either ...
For Agriculture Inputs, We See Small Impact from Tariffs, as Costs Are Largely Passed Along to Farmers
US President Donald Trump announced sweeping tariffs, with a minimum 10% tariff on all US imports and higher rates for select ...
US Defense Manufacturers: Tariff Impact Muted by Largely Domestic Supply and Limited Exports
President Donald Trump imposed new tariffs on imports from US global trading partners with the stated intention of boosting ...
European Luxury Stocks: Significant Selloff a Buying Opportunity
Maintaining fair value estimates for European luxury stocks following Trump’s tariffs announcement.
U.S. trade deficit will pummel growth in first quarter, raising recession risk. Tariffs won't help.
"To reduce the overall trade deficit, the U.S. will have to reduce capital inflows into the U.S. and that is hard to do without reducing the U.S. fiscal budget deficit which sucks up U.S. savings and ...
March madness? U.S. jobs report could show first signs of trade-war fallout.
Escalating trade tensions have fostered anxiety among U.S. households and businesses. Now the March jobs report could shed light on how much President Donald Trump's tariffs were weighing on the ...
Canada to Hit U.S. Autos With Retaliatory Tariffs — Update
Canada will match President Trump's auto tariffs with 25% tariffs of its own on U.S. vehicles that are not compliant with the U.S.-Mexico-Canada trade pact, Prime Minister Mark Carney said on Thursday ...
Kering Sets Sights on Italian Eyewear With Visard Acquisition, Stake in Mistral
Gucci parent Kering said that its eyewear division signed an agreement to buy Visard and become a shareholder in Mistral. Both Visard and Mistral are Italian eyewear manufacturers. Under the deal, ...
Citigroup Down Over 10%, on Pace for Largest Percent Decrease Since June 2020 — Data Talk
--Down 11.42% at today's intraday low; largest intraday percent decrease since June 11, 2020, when it fell as much as 13.71% As Trump’s trade war led stocks to post their worst first quarter since ...
What Trump's reciprocal tariffs mean for home buyers and sellers
The Trump administration put a minimum tariff of 10% on imported goods from all countries, and announced additional tariffs on goods from countries that the White House identified as "worst offenders.
KKR Down Over 12%, On Track for Largest Percent Decrease Since March 2020 — Data Talk
KKR & Co Inc (KKR) is currently at $105.57, down $15.33 or 12.68% --Would be lowest close since July 8, 2024, when it closed at $105.07 --On pace for largest percent decrease since March 16, 2020, ...
ConocoPhillips Down Nearly 9%, On Pace for Largest Percent Decrease Since May 2022 — Data Talk
--On pace for largest percent decrease since May 9, 2022, when it fell 9.74% --Down 28.3% from its all-time closing high of $134.94 on Nov. 7, 2022 --Down 26.57% from 52 weeks ago (April 4, 2024), ...