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.
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 ...
Biopharma Industry: Exempt From Global 10% Tariff, but We Still See Margin and Tax Rate Risks
Previously implemented tariffs on pharmaceutical imports from China (raised from 10% in February to 20% in March) appear ...
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 ...
My grandmother is in her 70s and has $400K in stocks. Is now the time to offload them?
My grandmother is in her late 70s and has about $400,000 investments in the stock market. She has a $250,000 house, on which she has a mortgage with a fairly low interest rate. She has retirement ...
RH stock is down nearly 40% - and 'fully at the mercy' of tariffs, analyst says
The Wedbush analysts said the tariffs placed on most of the nations where RH sources products could translate to a 38% jump in production-related costs for its merchandise, if it didn't shift ...
Medical Device Industry: Swept Up in the Tariffs, Diabetes Device Makers Bear the Brunt
Despite intensive medtech industry lobbying to secure a carve-out from the Trump administration’s expansive tariffs on all countries, medical devices have been swept up in the tariff net. Why it ...
My grandmother is in her 70s and has $400K in -2-
Philip Morris and AT&T rank among the best stocks in Q1 2025, while the worst include Trade Desk and Deckers Brands.
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.
Opinion
"I don't want to move again': Will Trump's tariffs lead the U.S. into recession - and a drop in house prices?
Economists and consumers are, naturally perhaps, upping their own predictions of whether there will be a recession on the back of Trump's trade war. Polymarket, the U.S.-based crypto-based prediction ...
Here's how other countries' actual tariff rates compare with Trump's 'reciprocal' rates for them
Ahead of the Trump administration's rollout of its "liberation day" tariffs on Wednesday, administration officials said reciprocal tariffs for other countries would match each nation's tariff levels, ...