Posted: Sun Mar 09, 2025 6:21 pmPosted: Tue Mar 18, 2025 6:33 amPosted: Thu Mar 27, 2025 10:06 pm1. Steel and Aluminum
Higher tariffs on imported metals (e.g., from China) could benefit steel and aluminum producers like Nucor (NUE) and Steel Dynamics (STLD).
2. Defense & Aerospace
A more protectionist stance could favor domestic defense contractors like Lockheed Martin (LMT) and Raytheon (RTX), especially if national security concerns justify tariffs on foreign-made components.
Northrop Grumman (NOC) is another company that primarily serves the U.S. Department of Defense, with limited international sales.
Huntington Ingalls (HII) is the sole builder of U.S. aircraft carriers, with business almost entirely tied to the U.S. government.
3. Energy (Oil & Gas)
Domestic companies like ExxonMobil (XOM) and Chevron (CVX) are in play.
For utilities, Duke Energy (DUK) is a regulated company with all operations in the U.S., benefitting from infrastructure spending.
4. Industrial Equipment
Companies like Caterpillar (CAT) and Deere & Co. (DE) are among the top domestic providers.
5. Food & Consumer Goods
McCormick & Company (MKC).
Post Holdings (POST), a packaged food company with a heavy focus on U.S. markets, including cereals, frozen foods and snacks.
TreeHouse Foods (THS) – a private-label food manufacturer mainly supplying domestic grocery stores.
Posted: Sat Mar 29, 2025 7:22 pmPosted: Mon Mar 31, 2025 7:34 amIn recent days, he has brought back the idea of a universal tariff that would apply to most imports, no matter which country they come from.
Trump has expressed regret over not implementing broader tariffs during his first term and has blamed advisers for persuading him to pull back.
The president has told advisers that tariffs are a win for the United States, bringing back manufacturing jobs and adding trillions in government revenue.
Earlier on Friday, Trump said that he was open to carving out deals with countries seeking to avoid US tariffs but those agreements would have to be negotiated after his administration announces reciprocal levies on April 2.
Posted: Mon Mar 31, 2025 7:08 pmPosted: Tue Apr 01, 2025 7:35 pmPosted: Wed Apr 02, 2025 7:41 amWhite House aides had drafted a proposal to impose tariffs of around 20 percent on most imports to the United States, the Washington Post reported yesterday.
Trump had said his reciprocal tariffs to be announced today would include all countries, not just a smaller group of 10 to 15 countries with the biggest trade imbalances.
Posted: Wed Apr 02, 2025 7:54 amJapan’s factory activity fell at the fastest pace in a year, while South Korea’s decline in factory activity also sped up and the Taiwanese read-out was weaker as well.
The front-loading of activity was also cited as a possible factor behind a bounce in Europe’s long-suffering manufacturing industry, where output rose for the first time in two years.
Posted: Wed Apr 02, 2025 6:19 pm