Citi analysts warn Trump's tariffs might affect S&P 500 earnings

ICYMI, in a observe Citi analysts cautioned that Trump’s proposed tariffs might result in a decline in S&P 500 earnings by a couple of share factors.

• They famous that the market has not but absolutely accounted for this danger, notably with the brand new tariffs focusing on China, Canada, and Mexico.
• Industries with substantial commerce publicity, resembling Canada’s vitality exports, are more likely to really feel the affect.
• These tariffs might decrease S&P 500 earnings in 2025 and considerably have an effect on gross margins.
• Nonetheless, earlier situations of tariff reduction counsel potential flexibility, and market consideration is now transitioning from election issues to uncertainty surrounding insurance policies.

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The ‘Trump tariff’ issues appear to be being quickly priced by the market … shrugged off even! Nonetheless, a wobble as we speak:

• A down day for the key indices forward of the Thanksgiving day vacation

This text was written by Aaron Cutchburt at www.ubaidahsan.com.



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