Trump ‘Freedom Day’ Tariffs: The biggest winners and losers

Global markets, enterprises and long-term geopolitical relations, Thursday, US President Donald Trump was broken after a day Tariff policy – And Europe was not judged from chaos.

He has been the European Union Click with 20% taskWhile England shot down with 10% lower, to take advantage of a more balanced US trade connection. All eyes will continue to respond to politicians and how long they can deepen the conflict.

Most analysts agree This is economically, the expected slowdown in growth is less than or perhaps economic winners.

Some bright spots appeared between European assets on Thursday, as well as some deep negative ones.

In a note on Thursday, Citi’s analysts said the German Shoe Manufacturer BirkenstockItalian fashion brand Brunello Cucinelli And the Danish jeweler Pandora Among the names of the sector, which is the largest income in America, is 37% to 31% of US sales.

Luxury conglomerate LvmhThe Gucci owner Get dry and Cartier Parent Richemont Citi also noted that all creates sales at least 20% in the United States.

Me Describes the US As a “main destination” for food and beverage products such as wine, beer, alcohol, chocolate, cheese and olive oil.

Ab Inb.The world’s largest brewer has seen its shares reduced by 0.6% on Thursday Pernod Ricard and Heineken was 2.5% and 1.3% lower, respectively. Tate & Lyleemployed It is one of the largest sugar processing plants in the worldHe spilled 2.6%.

“Our sectors are highly integrated in the Atlantic and support many jobs on both sides on joint trade, production, distribution, agricultural, retail and hospitality in spirits. “We want to return to an environment that supports continuous growth for both the EU and US producers.”

Germany was EU’s largest goods exporter to the United States last year. The European Country, BMW, Volkswagen, Mercedes-Benz, including the house of some of the largest carmists of the region Porsche – all now 25% are subject to import tariffs.

On Thursday, on Thursday, Note to customers, Deutsche Bank Studies Chief Economist Robin Winkler, “Last night tariff announcement is bad news for the German economy,” he said.

“Negative surprises, but not much in the hits direct tariff,” said the markets were waiting for a 20% tariff.

“But what we have more than 50% or more in the United States on Asian imports,” said Winkler, which was a global trade shock, which is more growing than us and most observers. “This is a negative shock to Germany.”

German Federal Development, Foreign Trade and Services (BGA) Trump’s statement on Thursday Tariffs “World Trade” reciprocal tariffs.

“For more than 100 trade partners, the American president, and American President, American Brexit, covered the world open trade war,” he said. “I think the conflict will have a significant impact on our economic growth. The more it takes, so much painful for the United States.”

Retailers selling clothes, shoes, household items, electronics and outside, are global supply chains in Asia. Cambodia, Vietnam, Indonesia, Bangladesh and Sri Lanka are full of clothing and products such as South and Southeast Asian countries such as Southeast Asian countries H & M and Adidas – and it was are disputed in the controversy Recently, the highest proportions of the United States are the highest rate of mutual tariffs and many more than 40% more.

“Many exporters (new tariffs) are the difference between a profit and loss, paying us to household customers and more friendly markets, as needed,” Ian said, “Ian said,” Ian’s value and customs duties.

“The action to accuse the tariffs during exports – in contrast to the United States – has the potential to cause a number of issues,” he said.

Denmark shipping giant Maersk The Tariff Plan announced by the White House on Thursday will lead to more careful among customers in a more fragile economic environment, he said.

“The current form (tariffs) is not good news for global economy, stability and trade,” the company said.

Shares of European Shipping and Logistics Firms Decreased on Thursday, 9.5% with Maersk, Table-lloyd 8% fall and DSV Pour 6.5%.

English bank Standard charterHighly exposed to Asia and decreased by 10%. Global Juggler HSBC Was 7.5% lower.

Germany’s Volkswagen, Mercedes-Benz Group and BMW, in all trade, which is more than 2% in Thursday afternoon, Milan Stellantis – Those who have home names, including Jeep, Dodge, Fiat, Chrysler and Peugeot, fell by 3.5%.

Supply chains are expected to have a deep impact on the automotive industry with high globalization and high globalization of North America, especially in Mexico.

European currencies was one of several active classes in the region to rally on Thursday. This euro and English pound touched six-month heights, Swiss franc Has risen to the highest level since mid-October.

Prior to the announcement of Trump’s Word of Salvation Day Tariffs, Market Watchers told CNBC Euro and Sterling may appear for new US import duties for entry into force.

In a note on Thursday morning, Mizuho said the head of the FICC strategy in EMEA Jordan Rochester, said that the euro jumped up to $ 1.12 in the near future. In London on Thursday, he won 2.2% for $ 1,08 to trade.

“Net-Net FX, EUR / USDs followed by 1.11 or actually the real income balance that really offers 1.12.

However, he added that there is a restriction to sell USD at a certain point where the euro will start and sell $ 1 on Friday.

Europe’s Stoksh was 1.9% lower with Pharmaceutical and Biotechnology Index, Thursday, English players GSK and Astrazeneca Earns 2.7% and 1.5% respectively. Denmark giant Novo Nordisk walked around the straight line.

Traditionally traditionally traditionally had utility reserves in a traditional play of a traditional play, was 2.6% higher in the afternoon afternoon. It is fundamentally to France Recamp and in Spain Ipherdola Between the best performers of the sector, both about 2.7%, and the second is higher than a 52-week height.