Trump tariffs axed and the 150-day factor: 3 sectors, 15 stocks where real business was hit by tariffs; no

The recent removal of Trump-era tariffs marks a significant shift in U.S. trade policy, potentially reshaping the landscape for several key industries. Over the past few years, these tariffs have imposed additional costs on businesses, affecting profitability and competitive positioning. The decision to axe these tariffs comes with a 150-day review period, during which stakeholders are expected to assess the broader economic implications and adjust their strategies accordingly. Three sectors that bore the brunt of these tariffs—manufacturing, agriculture, and technology—are now poised for change. In manufacturing, companies faced increased costs for imported raw materials, leading to higher prices for consumers. The agriculture sector struggled with retaliatory tariffs, which limited export opportunities for American farmers. Meanwhile, technology companies were caught in the crossfire, with tariffs impacting the cost of components and supply chain efficiency. Fifteen stocks within these sectors, previously hindered by trade barriers, may now experience shifts in market dynamics. As the 150-day review unfolds, the noise surrounding potential economic impacts is expected to increase. Analysts predict a period of volatility as businesses and investors navigate the changing trade environment. While some companies may quickly capitalize on the tariff removal, others might face challenges in recalibrating their operations. Overall, this policy reversal presents both opportunities and uncertainties, prompting close attention from market watchers and policymakers alike.

— Authored by Next24 Live