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 ...
Biopharma Industry: Exempt From Global 10% Tariff, but We Still See Margin and Tax Rate Risks
Previously implemented tariffs on pharmaceutical imports from China (raised from 10% in February to 20% in March) appear ...
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 ...
Q1 2025 in Review and Q2 2025 Market Outlook
We put performance trends for stocks, sectors, bonds, and funds into perspective, and offer outlooks for the next quarter.
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.
Qualcomm Down Nearly 10%, on Pace for Largest Percent Decrease Since March 2020— Data Talk
--On pace for largest percent decrease since March 18, 2020, when it fell 11.14% --Down 38.81% from its all-time closing high of $227.09 on June 18, 2024 --Down 18.14% from 52 weeks ago (April 4, 2024 ...
Government bonds rally around the world as investors fearing recession flock to safety trades
It's a good day for existing holders of government debt across major developed countries as investors flock to safety ...
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 ...
Could tariffs trigger a stock market circuit breaker? Here's how much further the S&P 500 has to fall.
Circuit breakers have become a feature of the stock market that halt trading across exchanges when the S&P 500 falls rapidly. They were born out of the "Black Monday" stock-market crash of 1987 and ...