Quotes
If these tariffs lasted a full fiscal year, we recognize a potential $3.00-3.75 hit to F26E EPS, though potential pricing and volume headwinds make it difficult to estimate,
analyst Michael Lavery said in a note These announcements have come as a shock to many investors who expected tariffs would only be imposed if trade negotiations failed,
wrote David Kostin, chief U.S. equity strategist at Goldman Sachs However, we no longer see meaningful upside to our standalone price target. While a deal with Nippon — or another party — may still happen, which is reflected in our $55/[share] bull case, we continue to set our price target on a standalone basis,
Breaking global trade may seem like the thing to do to resurrect the US industrial economy, a noble ambition, but, break trade and you disrupt global capital flows necessary to finance the US budget deficit,
an analyst at GlobalData.TS Lombard wrote in a note This weekend's actions challenge our underlying view that the Trump administration will strive to limit disruptive policies as it balances its desire to reduce engagement with the world with a commitment to support US businesses,
Beyond the rising cost of moving goods across borders, it will disrupt established supply-chains and depress North American business sentiment,
Bruce Kasman, chief economist for J.P.Morgan, said in a note This will include immediate tariffs on $30 billion worth of goods as of Tuesday, followed by further tariffs on $125 billion of American products in 21 days’ time, to allow Canadian companies and supply chains to seek to find alternatives,
Canadian Prime Minister Justin Trudeau said on Saturday Markets may now need to take the rest of Trump's tariff agenda literally rather than just seriously … If this new level of seriousness gets priced in suddenly, Monday could be a rough day for markets,
Wolfe Research head of U.S. policy and politics Tobin Marcus said in a note
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