Sector Sector: Trump Tariff Falfout

The latest rounds of new tariffs opened by Donald Trump will hit each industry in the world, creating an unprecedented problem for each industry, weak demand and inflationary pressures.

Industrial executives warns the biggest victim that everything from Adidas trainers will pay more money to buy the country’s best-seller, model.

In many trading partners, including the United States, EU, Japan, Vietnam and Cambodia, provided 10 percent of US total tariffs.

Car

Foreign car manufacturers face a 25 percent tariff in all vehicles harvested outside the United States. 2020 Vehicles and car parts from Mexico and Canada, which are compatible with the US-Mexican-Canadian Agreement (USMCA), relieve tariffs.

A wide range of 25 percent tariffs from May 3 Valeo, the company’s customers, the company’s clients agreed to the full price increase to win the value of the company’s tariff cost.

Carmakers were protected in additional “mutual” tariffs on US trade partners, UBS, lists were still likely to increase raw materials and electronics, increasing vehicle expenditures.

The counselor Anderson’s economic group for $ 5,000 for $ 5,000 for $ 5,000 for $ 5,000 for $ 5,000 for $ 5,000 for $ 5,000 for $ 5,000 to $ 5,000 for $ 5,000 to $ 5,000 to $ 5,000 to $ 5.000 for $ 5.000 for $ 5,000 to $ 5,000 to $ 5,000 to $ 5.000 for $ 5,000 to $ 5.000 expects to attend.

US carmakers have been better placed, but common engines and Fords will have an impact on the source of components outside the United States. Bernstein estimates about 10 percent of GM revenues due to tariffs.

The owner of the Jeep said he would temporarily stop production in the plants in Stellantis, Canada and Mexico.

The biggest losses German carmakers BMW and Mercedes-Benz are coming from Europe before many parts used in US vehicles. Meanwhile, Subaru imports all power trains for vehicles sold by USA from Japan.

London in Kana Inaqaki, Chicagoda Claire Bushey, Patricia Nilsson in Paris Frankfurt and Ian Johnston

Retail and consumer goods

Leading footwear and clothing brands will be severely struck by the new tariff regime for Southeast Asian countries.

Many retailers transferred to the centers that produce producers in Cambodia and Indonesia, who are subject to 49 percent penalty tariffs from China.

Shares in the Danish jewelry manufacturer Pandora, Investors, investors fell by 12 percent for investors in production facilities in Thailand. The group appreciated the price measures of 2025, including about 2025 recreational measures, the price of tariffs to the DKR700.

E-commerce companies such as the United States, Anin and Temu, also confirmed the end of the transportation for small valuable packages within a blow. On May 2, the freedom of “De Minimis” will end in packages below $ 800.

Retailers with supply chains in Southeast Asia fell about 10 percent with sportswear, Nike, Adidas and Puma. Shares in the Swedish retail group, which is mainly source of Chinese and Bangladesh, decreased by 4.5 percent.

Laura Onita in London, Florian Müller in Frankfurt and Oslo Richard Milne

Wine and alcohol

European groups that are very confident in the United States will be the greatest loss. Rémy Cointreau, in 2024 in North America, almost all of the sales of almost all of the EU sales from the EU.

All import canned beer and movement to extend the tariffs in the aluminum connecting empty boxes for Mexican beer. Zodiac brands import wildly popular model, Corona and Pacifico Beers to the north American market.

According to the Mexican beer, analytical estimates, 85 percent of the group’s net sales are 85 percent.

Companies such as Tequila and Canadian Visky Selling Diageo and Campanie, breathed a comfortable breath after the White House’s USMCA deal is released. Shares in the diaze of US enterprises, which are Tequila and Canadian whiskey fans.

Madeleine speed in London

Luxury

Buyers in the United States should wait for the fashion price of handbags and inserts to compensate the largest market of luxury market, EU and troupe tariffs in Switzerland.

On average, luxury brands should be increased by 6 percent to 6 percent in the United States to replace the tariff effects, or in connection with the fall of 7 percent of the percentage of interest and taxes before taxes, UBS.

However, there is a price energy that needs to be protected from the worst of the impact in the industry. Rich Americans are also likely to fall double in one of their favorite past: shopping abroad.

The greater concern will be a global consumer confidence at a time when the luxury industry slowed down after the anger of the Covid-19 pandemic boom. Some companies such as Richemont, Lvmh and Cartier, Ferragamo, are more exposed to America than others.

“We should be worried …” The new American policies would be a sharp global recession and the exchange scenario, “said black swan scenario,” said Bernstein

Adrienne class in Paris

Pharma

Pharmaceuticals are exempt from tariffs for today, although Trump can then take action to the sector and point out. The production would be “returning” to the United States, he said he would get acquainted with Wednesday or “Great Tax”.

Mixed messages, including some reserves, including Astrazeneca, GSK and Novartis, while others like Novo Nordisk and Roche.

Drammakers thought that the contract of the world trade organization in 1994, which excludes the drugs from tariffs and other tasks in 1994. But in recent weeks, some, including Eli Lilly and Johnson and Johnson, announced large investment in tariff concerns in the United States.

The generosity industry can be the hardest hit by potential tariffs due to low limits. The analysts in Jefferies believe that the sector can be engine, because “an important contributor to reduce drug costs”, Trump, the lower corporate tax rate was aimed at branded pharmacies.

Hannah Kuchler in London

Aviation

Trump tariffs are expected to be more expensive for passengers so aerospace companies should go to higher production costs.

About 20 percent of the materials used to make Boeing planes are imported, and “Tariffs will increase the value of aircraft,” he said, analysts in vertical research partners.

The European plane maker Airbus built an assembly line in the United States, but will face import costs there. Price growth can probably pass the airlines and the resulting customers.

While Airbus can change the cost of their customers, the company was “sensitive” due to the size and complexity of the supply chain, analysts in Barclays.

Philip Georgidis in London

Logistics

Delivery and logistics groups, which earn great earnings in the trade violation of the covig pandemology, hope that the fare will offer an opportunity.

Logistics leaders, customers pay premiums to fly to the United States and Share products in US warehouses. Many logistics provide high-demand consulting and customs services for new expenses and border processes to meet customers.

A leading container shipping group Maersk, Trump’s latest tariffs have been waiting for “some hasty airport orders” before taking effect in the coming days.

Outside of this hurry, the decision to eliminate the tax benefit for Trump’s less important import, expected to enter the air cargo market Increased by increasing demand from Chinese vendors This has benefited from freedom.

Fear of a decline in trade Denmark AP Møller-Maersk and German Hapag-Lloyd hit two parts of the largest container ship. DHL owner Deutsche Post, including Kuehne + Nagel and DSV, shares fell in some areas of companies working in the largest international companies.

Oliver who said in London