Geopolitics Alpha

Posthaste: Trump's tariffs can inflict far worse damage on the economy than just a recession, warns economist

Published . Updated .

Posthaste: Trump's tariffs can inflict far worse damage on the economy than just a recession, warns economist Financial Post

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
AAPL———————
NKE———————
JPM———————
BAC———————
ITA———————
BA———————

Posthaste: Trump's tariffs can inflict far worse damage on the economy than just a recession, warns economist Financial Post

Source: Financial Post

How solid the defense case looks

12 out of 100

“Posthaste: Trump's tariffs can inflict far worse damage on the economy than just a recession, warns economist” scores 12 out of 100. The score uses 1 sources.