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 ...
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.
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.
Canada PM Carney Says U.S. Faces Recession Risk With Tariff Policy — Update
Canadian Prime Minister Mark Carney says President Trump's tariff order "will rupture" the global economy and increases the risk that the U.S. will fall into a recession.
Even gold was hit by the global market selloff Thursday - but this is turning it around
Gold fell victim to a selloff in global markets Thursday after President Donald Trump announced wide-ranging tariffs on foreign imports - but it's still a clear-cut winner to hedge uncertainty, as ...
Potatoes, discount chains and drugmakers offer havens in stock-market bloodbath
Potato maker Lamb Weston Holdings Inc., telecom giant Verizon Communications Inc., drug maker AbbVie Inc. and retailer TJX Cos. all bucked a sharp market selloff Thursday, as Wall Street turned to ...
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 ...
Recession fears roil markets amid Trump's tariffs. What investors need to hear from Fed's Powell on Friday.
The U.S. stock market was in free fall on Thursday, with investors getting crushed in a seemingly relentless selloff after President Donald Trump's announcement of sweeping tariffs stoked fears that ...
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 ...