🌐
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.
🌐
Tax Foundation
taxfoundation.org › home › research › research › trump tariffs: tracking the economic impact of the trump trade war
Trump Tariffs: The Economic Impact of the Trump Trade War
12 hours ago - Using the Tax Foundation’s General Equilibrium Model, we estimate the Trump-Biden Section 301 and Section 232 tariffs will reduce long-run GDP by 0.2 percent, the capital stock by 0.1 percent, and hours worked by 142,000 full-time equivalent jobs.
🌐
CBC News
cbc.ca › news › business › trump-threatens-more-tariffs-china-market-reaction-9.6934975
U.S. stock markets tumble after Trump says he's raising China tariffs to 100% | CBC News
October 10, 2025 - Stocks fell sharply on Friday, with the S&P 500 and Nasdaq suffering their biggest one-day percentage declines since April 10, while Treasury yields dropped and the U.S. dollar weakened as comments by U.S. President Donald Trump reignited worries ...
🌐
PBS NewsHour
pbs.org › newshour › economy › the-u-s-stock-market-had-a-rocky-start-to-the-year-thanks-to-tariffs-and-trumps-fight-with-the-fed-but-is-ending-on-a-high-note
The U.S. stock market had a rocky start to the year, thanks to tariffs and Trump's fight with the Fed. But it's ending on a high note | PBS News
3 weeks ago - Since then, Trump has negotiated agreements with countries to lower his proposed tariff rates on their imports, helping calm investors' nerves. Wall Street motored higher through a remarkably calm summer thanks to euphoria around artificial...
🌐
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.”
🌐
NC State
poole.ncsu.edu › thought-leadership › article › 3-reasons-trumps-tariffs-are-tanking-the-stock-market
3 Reasons Trump’s Tariffs Are Tanking The Stock Market | Poole Thought Leadership
May 19, 2025 - A severe drop in the stock markets has resulted from the first two days after Trump’s Liberation Day announcement, which imposes significant tariffs on companies bringing goods into the U.S. from other countries.
🌐
The Motley Fool
fool.com › investing › 2026 › 01 › 09 › stock-market-warning-bad-news-trumps-tariffs-next
The Stock Market Flashes a Warning as Investors Get Bad News About President Trump's Tariffs. History Says This Will Happen Next. | The Motley Fool
4 days ago - However, Trump's tariffs could diminish AI's beneficial impact to some degree. As mentioned, U.S. companies and consumers paid 82% of the tariffs in October 2025, according to Goldman Sachs.
Find elsewhere
🌐
Edward Jones
edwardjones.ca › ca-en › market-news-insights › stock-market-news › market-pulse › potential-tariff-impact
Potential Impacts of U.S. Tariff Threats | Edward Jones
During Donald Trump's first term ... in Canada and the U.S. were unfazed by the tariffs, with the TSX gaining roughly 5% and the S&P 500 nearly 7% over this time....
🌐
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....
🌐
Yahoo!
ca.finance.yahoo.com › news › trump-overturned-decades-us-trade-113231848.html
Trump overturned decades of US trade policy in 2025. See the impact of his tariffs, in four charts
3 weeks ago - For investors, the most volatile moments on the stock market this year arrived amid some of the most volatile moments for Trump's tariffs.
🌐
ScienceDirect
sciencedirect.com › science › article › abs › pii › S1544612325009663
U.S. tariffs and stock prices - ScienceDirect
June 2, 2025 - Furthermore, analysis of tariff imposition announcements during the first Trump administration has revealed negative average abnormal stock returns for U.S. companies, regardless of whether tariffs were safeguard measures or retaliatory actions ...
🌐
Yahoo! Finance
finance.yahoo.com › news › us-trader-guide-supreme-court-120000501.html
A US Trader’s Guide to the Supreme Court’s Looming Tariff Ruling
5 days ago - If the nation’s top court says ... market reaction appears somewhat more predictable. A ruling striking down the tariffs would likely give a boost to stocks ......
🌐
CBC News
cbc.ca › news › business › eu-countermeasures-us-tariffs-1.7500731
Global stock markets reeling following Trump's tariffs shock | CBC News
April 3, 2025 - S&P 500, Dow Jones and Nasdaq indexes are all down after U.S. President Donald Trump announced harsher-than-expected tariffs on American trading partners.
🌐
Reuters
reuters.com › legal › government › market-risk-mounts-supreme-court-weighs-trumps-emergency-tariff-powers-2026-01-08
Market risk mounts as Supreme Court weighs Trump's emergency tariff powers | Reuters
5 days ago - When Trump announced tariffs last April, stocks (.SPX), opens new tab fell nearly 5% and Treasury yields initially tumbled as investors responded to the uncertainty by fleeing to safe-haven assets.
🌐
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