Trump Tariffs

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Stock Markets Surge Amid Jobs Slowdown. Trump Tariffs, Stagflation Could Ruin the Party.
Barrons· 2025-09-12 18:45
通胀数据与美联储政策 - 最新通胀数据不太可能影响美联储政策走向 [1] 特朗普政治动向 - 特朗普推动撤换美联储理事丽莎·库克 [1] 媒体行业并购动态 - 派拉蒙与Skydance正考虑向华纳兄弟探索公司提出收购要约 [1]
S&P 500 Could Crash If The Supreme Court Strikes Down The Trump Tariffs
Seeking Alpha· 2025-09-05 21:47
The S&P 500 ( SP500 ) crashed by 20% in March and April around the Liberation Day tariff announcement. The expectation was that the reciprocal tariffs (at the April 2nd level) wouldAnalyst’s Disclosure:I/we have a beneficial short position in the shares of SPX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whos ...
W.W. Grainger: Price Increases, Easing Chinese Tensions And Further Re-Rating Potential
Seeking Alpha· 2025-06-13 03:02
公司增长潜力 - W W Grainger Inc 在未来几年具有良好的增长潜力 [1] - 公司已实施初步涨价策略以应对特朗普关税 预计将对未来几个季度的销售产生积极影响 [1] 行业背景 - 公司主要涉及工业、消费和科技行业 这些领域通常具有较高的投资信心 [1] 投资策略 - 投资策略侧重于中期投资 寻找能够释放价值并推动上涨的催化剂 [1] - 也关注价格合理的增长故事 适合在工业、消费和科技行业进行投资 [1]