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 ...
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 ...
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 ...
European Luxury Stocks: Significant Selloff a Buying Opportunity
Maintaining fair value estimates for European luxury stocks following Trump’s tariffs announcement.
Potatoes, discount chains and drugmakers offer havens in stock-market bloodbath
Potato maker Lamb Weston Holdings Inc., telecom giant Verizon Communications Inc., drug maker AbbVie Inc. and retailer TJX Cos. all bucked a sharp market selloff Thursday, as Wall Street turned to ...
Qualcomm Down Nearly 10%, on Pace for Largest Percent Decrease Since March 2020— Data Talk
--On pace for largest percent decrease since March 18, 2020, when it fell 11.14% --Down 38.81% from its all-time closing high of $227.09 on June 18, 2024 --Down 18.14% from 52 weeks ago (April 4, 2024 ...
Government bonds rally around the world as investors fearing recession flock to safety trades
It's a good day for existing holders of government debt across major developed countries as investors flock to safety ...
Lululemon stock falls as Trump's tariffs put it in the 'bullseye.' This analyst still says buy.
The stock (LULU) tumbled more than 10% in midday trading, which put it on track to close at the lowest price since Sept. 10. The selloff comes less than a week after Lululemon shares plunged 14.2% in ...
Canada PM Carney Says U.S. Faces Recession Risk With Tariff Policy
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.
Analog Devices Down Over 9%, on Pace for Largest Percent Decrease Since March 2020 — Data Talk
Analog Devices, Inc. (ADI) is currently at $181.36, down $18.24 or 9.14% --Would be lowest close since Dec. 6, 2023, when it closed at $180.57 --On pace for largest percent decrease since March 18, ...
U.S. trade deficit will pummel growth in first quarter, raising recession risk. Tariffs won't help.
"To reduce the overall trade deficit, the U.S. will have to reduce capital inflows into the U.S. and that is hard to do without reducing the U.S. fiscal budget deficit which sucks up U.S. savings and ...