President Donald Trump’s new tariffs could weigh on U.S. economic growth and fuel inflation, according to Evercore ISI analysts.
? What’s Happening?
Over the weekend, Trump imposed 25% tariffs on imports from Canada & Mexico and a 10% levy on Canadian energy products and Chinese goods.
? Market & Economic Impact
? U.S. GDP Drag: Analysts estimate a 0.4%+ hit to GDP.? Inflationary Pressure: Could push price gains up by 0.4% or more.?? Stagflation Risk: Weak growth + rising inflation could strain markets.
? Escalating Trade War
Canada & Mexico announced retaliatory tariffs on U.S. goods.
China plans to challenge the tariffs at the WTO and hinted at further countermeasures.
No clear benchmarks set by Trump officials for removing the tariffs.
? What’s Next?
Markets are closely watching how corporate earnings and sector valuations respond. Stay ahead with:? Earnings Calendar API – Track companies impacted by tariffs.? Sector P/E Ratio API – Identify inflation-sensitive sectors.
With rising uncertainty, investors should brace for market volatility in the weeks ahead.