J.P. Morgan
jpmorgan.com › insights › global research › current events › us tariffs: what’s the impact on global trade and the economy?
US Tariffs: What’s the Impact? | J.P. Morgan Global Research
Tariffs on Japanese goods, including automobiles, will be set at 15% — significantly below the 25% figure that was previously floated. This could spell good news for the Japanese stock market, with J.P.
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The Globe and Mail
theglobeandmail.com › investing › markets › markets-news › Motley Fool › 36962808 › the-stock-market-flashes-a-warning-as-investors-get-bad-news-about-president-trump-s-tariffs-history-says-this-will-happen-next
The Stock Market Flashes a Warning as Investors Get Bad News About President Trump's Tariffs. History Says This Will Happen Next. - The Globe and Mail
As mentioned, U.S. companies and consumers paid 82% of the tariffs in October 2025, according to Goldman Sachs. Corporate earnings likely suffer in both scenarios; margins fall if companies absorb the costs, or sales likely slow if companies pass the costs to consumers.
The Globe and Mail
theglobeandmail.com › globe investor › market risk mounts as supreme court weighs trump’s emergency tariff powers
Market risk mounts as Supreme Court weighs Trump’s emergency tariff powers - The Globe and Mail
4 days ago - The Russell 2000, which tracks small-cap stocks, ended 2025 11.3 per cent higher, and is up 4 per cent so far this year. Any knee-jerk reaction in equities following the decision could be short-lived, some investors said, cautioning that the administration would quickly use alternative provisions to reimpose the levies if the tariffs are struck down. “In the short term, this will be noise,” said John Pantakidis, a managing partner at Twin Focus Capital. “The market is ignoring that the president keeps threatening more tariffs.”
Wikipedia
en.wikipedia.org › wiki › Tariffs_in_the_second_Trump_administration
Tariffs in the second Trump administration - Wikipedia
2 days ago - On April 8, 2025, Israeli prime ... 7, after the announcement of a 25% tariff on cars and car parts and a 24% tariff on other goods, the Nikkei 225 stock market index fell 8%, the third-largest single-day loss in its history....
CEPR
cepr.org › voxeu › columns › how-tariffs-hurt-ones-you-love
How tariffs hurt the ones you love | CEPR
US stock markets fell in response to the announcement of President Trump’s “Liberation Day” tariffs until the tariffs were paused a few days later. This column shows that the stocks of firms headquartered in counties that tend to vote Republican, and stock indexes for industries with more firms headquartered in ‘redder’ counties, fell more than the stocks of firms in ‘bluer’ counties and industries.
The Globe and Mail
theglobeandmail.com › investing › markets › markets-news › Motley Fool › 36905453 › trump-s-latest-move-on-tariffs-makes-these-2-stocks-a-buy-for-2026
Trump's Latest Move on Tariffs Makes These 2 Stocks a Buy for 2026 - The Globe and Mail
The housing market looks set for ... would also be good for RH and Wayfair. ... Two stocks surged Monday in the wake of President Donald Trump's latest tariff announcement, and both now may be positioned for a great 2026....
Bloomberg
bloomberg.com › news › newsletters › 2026-01-09 › stock-bulls-look-to-supreme-court-to-overturn-trump-tariffs
Stock Bulls Look to Supreme Court to Overturn Trump Tariffs - Bloomberg
4 days ago - How will the US intervention in Venezuela affect the US equities rally? Let us know in the latest Markets Pulse survey. A Supreme Court ruling on the legality of Donald Trump’s tariffs could land as soon as today, a decision that looms as one of the next big tests for US stocks and bonds.
NBC News
nbcnews.com › business › markets › how-trump-tariffs-impact-stock-market-investors-rcna224521
Trump's tariffs keep coming. Stock markets don't seem to care.
Today, Trump’s focus on tariffs hasn’t abated — but he has dialed back the more maximalist tariff levels he initially outlined. Combined with signs of a shakier labor market, investors are more convinced that the Fed will err on the side of supporting the economy by lowering interest rates to support overall business activity. The performance of the stock market itself isn’t a full picture of the broader economy, however.
Published August 13, 2025