How Trump's new tariff threats knocked one of our stocks but not the market

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Business - CNBC - 16 hours ago

Trump’s Tariff Threat Roils Global Markets

The dollar gained and investors sold off stocks after the president-elect promised to levy new restrictions on the United States’ biggest trade partners.

Business - The New York Times - 23 hours ago

How to deal with Trump’s tariff threats

Canada, Mexico and China have options to avoid a trade war

Business - Financial Times - 21 hours ago

Mexico hits back as Trump’s tariff threat shakes markets

President Claudia Sheinbaum hints at retaliation and says US southern neighbour is tackling migrant and drug problem

Business - Financial Times - 19 hours ago

‘No One Will Win a Trade War,’ China Says After Trump Tariff Threat

A spokesperson at the Chinese Embassy in Washington said his country is fighting fentanyl trafficking, the reason for the new promised penalty.

Business - Inc. - 20 hours ago

Mexico's president on Trump threat: 'One tariff would be followed by another in response'

Mexican President Claudia Sheinbaum threatened to retaliate with her own tariffs against the United States, after President-elect Trump suggested he would impose a 25 percent tax on imported goods ...

Politics - The Hill - 19 hours ago

'No-one will win' - Canada, Mexico and China respond to Trump tariff threats

Mexico said it would slap tit-for-tat tariffs on the US, while China said Trump's finger-pointing "runs completely counter to facts".

Donald Trump’s trade tariffs could cost US consumers $2,400 a year – business live

Rolling coverage of the latest ecoonomic and financial news. Trump vows tariffs on Mexico and Canada and deeper tariffs on China . The US president-elect’s social media post announcing 25% ...

World - The Guardian - 21 hours ago

U.S. Farmers Brace for New Trump Trade Wars Amid Tariff Threats

Despite their concerns, some farm operators still support the former president and prefer his overall economic plan.

Business - The New York Times - November 4

Trump backs Florida's chief financial officer as successor to Gaetz in Congress

He said that Jimmy Patronis has “been a wonderful friend to me.”

Politics - Politico - Yesterday

Trump backs Florida's chief financial officer as successor to Gaetz in Congress

He said that Jimmy Patronis has “been a wonderful friend to me.”

Politics - Politico - Yesterday

Trump is ‘testing the waters’ on market reaction with tariff threats: fmr. Trump economic adviser

President-elect Donald Trump “means what he says” when it comes to implementing widespread tariffs on major trade partners, says former National Economic Council Deputy Director Everett Eissenstat.

Politics - NBC News - 14 hours ago

How long will Trump’s honeymoon with the stock market last?

Equities investors seem unfazed by the risk that tariffs and tax cuts will push up inflation and deficits. But fears are rising

Business - Financial Times - 4 days ago

Canadian officials blast Trump's tariff threat and one calls Mexico comparison an insult

Canadian officials are blasting President-elect Donald’s Trump’s threat to impose sweeping tariffs

World - ABC News - 10 hours ago

ETFs that buy stocks in Mexico, Canada, China drop after Trump’s tariff threat

ETFs that invest in stocks in Canada, Mexico and China fell Tuesday, after President-elect Donald Trump warned about new tariffs.

Business - MarketWatch - 15 hours ago

Trump’s tariff pledge hasn’t sparked a stock-market panic. What investors need to watch.

“Tariff Man” is back, sending shock waves through the foreign-exchange market but leaving major U.S. stock indexes largely unmoved — at least for now.

Business - MarketWatch - 18 hours ago

Trump’s tariffs are a reality check for markets

Bessent is a pragmatic pick, but he will not make up for the president-elect’s unpredictability

World - Financial Times - 19 hours ago

How ‘Trump 2.0’ could push this ‘Roaring 2020s’ stock market into the 2030s

Relaxed regulatory environment and lower corporate and income taxes under “Trump 2.0” should boost stock prices, economist Ed Yardeni says.

Business - MarketWatch - November 9

How the stock market reacted to Trump picking Bessent for Treasury secretary

The stock market reacted positively to President-elect Donald Trump's pick for Treasury secretary, hedge fund CEO Scott Bessent. CBS MoneyWatch correspondent Kelly O'Grady has more.

A double whammy of tariffs and strikes is coming for U.S. trade and the global supply chain in early 2025

Shippers and logistics companies are gaming out a complex early 2025 as President-elect Donald Trump may hike tariffs, and East and Gulf Coast ports may strike.

Business - CNBC - 6 days ago

Could Trump’s Tariffs Lead to Higher Prices? Here’s What to Know.

The president-elect says that tariff is “the most beautiful word in the dictionary.” You may be hearing it a lot.

Business - The New York Times - November 7

12:30 Report — Trump’s tariff threat

{beacon} 12:30 REPORT It’s Tuesday of Thanksgiving week. Things are starting to quiet down in Washington. Here’s what’s happening: Trump says he will impose new tariffs on the goods from China, ...

Politics - The Hill - 18 hours ago

Trump’s Tariff Threat Pits Canada Against Mexico

The president-elect’s opening salvo in trade and border talks with the United States’ neighbors is casting a harsh light on the North American alliance.

Business - The New York Times - 12 hours ago

Mexico floats retaliatory tariffs in response to Trump threat

President-elect Donald Trump says he will take executive action on day one to impose major tariffs on Canada, Mexico and China. So how will that impact costs for consumers? Mario Parker, Bloomberg ...

Trump's sharp tariff hikes could speed up China's shift to new markets and offshore factories

U.S. President-elect Donald Trump has threatened to sharply raise tariffs on all Chinese imports and close some loopholes Chinese exporters currently use to sell their products more cheaply in the ...

World - ABC News - 21 hours ago

Here’s how tariffs can be implemented without rocking markets, Trump-friendly strategist says

A senior hedge-fund strategist argues the Trump administration can have its tariff cake and eat it too.

Business - MarketWatch - November 14

Stock market ‘finally paying more attention to tariffs’ as a potential headwind

Tariffs have taken the spotlight as a policy issue as S&P 500 companies have discussed earnings with analysts since the U.S. presidential election, with investors awaiting clarity on what global ...

Business - MarketWatch - November 18

We're adding to our position in this stock that deserves more love from the market

The purchase will increase the stock's weighting to about 2% from 1.66%.

Business - CNBC - November 12

We're following one of our core investing rules by selling this industrial stock

As we've talked about the past few days, we want to capitalize on the recent market strength to lighten up on stocks we deem lesser quality.

Business - CNBC - November 8

'Trump Trade': Election news leads to biggest 1-day stock market gain in 2 years

The “Trump-Trade” was in overdrive Wednesday, making it one for the history books on Wall Street with record finishes for all three major stock indices.

What one stock market gauge is predicting about the presidential race

One market strategist notes a pattern based on whether the S&P 500 rises or falls between the end of July and Halloween.

What a Republican sweep in Congress could mean for the stock market—in one chart

Stocks have posted a positive annual return in 13 consecutive years when control of Congress has been split between Democrats and Republicans.

Business - CNBC - November 7

This is what history shows after big stock-market jumps like this one

There have been eight instances of 36%+ S&P 500 rallies over 52 weeks since 1995

Business - MarketWatch - November 13

Dollar hits six-month high as Trump tariff talk fuels inflation fears

US Treasury yields rise as traders scale back expectations for interest rate cuts

Business - Financial Times - November 12

Stock-market investors should treat Trump and Harris election playbooks with caution

Wall Street makes trading elections sound as easy as falling off a log. Reality often disappoints.

Business - MarketWatch - November 4

Trump win and threat of more tariffs raises expectations for more China stimulus

Donald Trump's presidential win has raised the bar for Beijing's fiscal stimulus plans, expected Friday.

Business - CNBC - November 7

FirstFT: Trump’s first appointment

Also in today’s newsletter, Fed cuts rates and Citi revamps wealth banker pay

World - Financial Times - November 8

Latest in How Trump's new tariff threats knocked one of our stocks but not the market