Stocks in reverse among car tariffs


The newly produced cars waiting for export are parked in the port of Yokoham, south of Tokyo, Japan, March 27, 2025.

Issei Kato Reuters

When US President Donald Trump won the presidential election in 2024 in November last year, the markets were in a relatively smooth mood.

The conversation about deregulation and tax reductions led to consumer moods, and the alleviation of inflation led investors to the conviction that many cuts of the FED rates would come, increasing the stock exchange.

It seems that there has been a clear reversal of expectations. Trump's tariff ads, and sometimes returning to threats caused markets while driving a mountain cable car.

This happens when investors are afraid of how his retaliation tariffs will affect the wider US economy, which already shows some signs of weakness.

. spectrum of recession Big benefits, like the Damocles sword over the stock exchange. The question is: will the sword actually reduce the return from the market, and if so when?

– Lim Hui Jie

What you need to know today

Chinese XI meets global directors
President of China XI Jinping on Friday
I met with global management And investing in the country was justified because Beijing focuses on reaching companies in connection with the escalation of commercial tensions with the United States. XI emphasized that China was a safe and stable place for foreign companies. “Investing in China is to invest in tomorrow,” CNBC translated in Mandarin.

China is trying to deepen their bonds with Central Asia among commercial tensions
Eskalanie trading war from the USA He fueled Beijing to further expand his ties Analysts say that with Central Asia they say that companies supported by the state want to replace the US import and redirect exports. China became a leading trade partner and the highest foreign investor of five Central Asia nations, namely Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan.

Asia Auto Actions are falling the next day in a row
Actions of the main manufacturers of Asia cars They slipped the next day in a row, when investors still weigh new car tariffs imposed by Trump. Japanese car manufacturers Toyota AND Honda fell by 4.53% and 4.88%, respectively. Nissanwhich has three plants in Mexico, they fell by 3.9%. Kia Motors in South Korea, which has Production plant in MexicoIt traded 2.66% lower, while the Hyundai engine dropped by 3.53%.

Australia calls the general elections on May 3
Australian Prime Minister Anthony Albanese on Friday Called national elections on May 3Starting a five -week campaign while taking place until the day of voting, when the left government is looking for a second three -year term. The Albanian Labor Party won the majority in the last federal election in 2022, ending nine years of the rule of the Liberal National Coalition, but opinion polls now indicate that the Labor Party is currently conducting the conservative coalition of the Liberal-National conservative coalition.

Trump threatens “much larger” tariffs on the EU and Canada
Trump threatened to apply “much larger” tariffs In the European Union and Canada, if they work together to combat trade tariffs. “If the European Union cooperates with Canada to cause economic damage to the USA, large -scale tariffs, much larger than currently planned, will be placed on them to protect the best friend, which each of these two countries has ever been!” – said Trump in social truth update on Thursday.

Dow you can see the losses in the back
All three main stock market indicators have dropped On Thursday, when investors considered the latest news related to the Trump tariff, including new tariffs addressed to foreign car manufacturers. . Industrial average Dow Jones fell by 0.37%, while S&P 500 fell by 0.33% and NASDAQ composite SPADA 0.53%. Actions of several manufacturers have fallen after Trump 25% of tariffs were announced For “all cars that are not produced in the United States” that will come into force on April 2. General Motors He stepped back by more than 7%, while Ferry almost 4%slipped. In Asia, Markets also withdrew most oftenwith Japan Nikkei 225 Loss over 2%.

(Pro) Buying NVIDIA is a “particularly attractive opportunity”,
It is over in sight Down Nvidia 'According to Bank of America, the latest rough patch, which means that now there may be a plump opportunity to buy artificial intelligence. The company has an assessment of the purchase of shares and the target price of USD 200, which means almost 76% growth from Wednesday's closure.

And finally …

The president of Opeli Sam Altman speaks on a panel discussion at the University of Technology in Berlin on February 7, 2025.

John Macdougall AFP Getty images



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