As markets buckle up for trump tarifs, these global sector brace for a rough ride

Us President Donald Trump This Weekend Announced Hefty Tariffs on his Country’s Three Biggest Trading Partners, Leaving Investors Scrambleing to Positionselveslveslveslveslveslveslveslveslves for a Global Trade War.

Canada and Mexico face 25% duties on their expenses to the us, with a lower 10% levy imposed on Chinese Goods. Canada has alredy responded with retaliatory tarifs of 25% Against $ 155 billion of us goods.

Trump has, meaning Stated that the European Union will be next in the firing line, with the uk also under conside.

Though Trump repeatedly threatened tariffs on the campaign trail, Deutsche Bank analyst Jim Reid said in a Monday note that the market had been “completely under-pricing the risks” and would now be in “severe shock.”

Among the expected short- to medium-term impacts are a Slowdown in Global Economic GrowthParticularly in Countries with Large Manufacturing Sector, A spike in oil prices, Higher Prisis for Us Consures and Higher-for-Longeer Us Interest Rateswith a Stronge us dollar as a result,

Outside of the us and the three other economies directly involved, sectors Around the world are braced for impact from the tarifs.

Here are some of the area expected to be hit:

Autos firms – from car brands to the makers of vehicle parts – are expected to be amon the Worst affected by Escalating Trade Tensions as They RePrent a Major AREA AREA AREA AREA AREA AREA OF

Germany’s VolkswagenFor example, Owns Mexico’s Biggest Car Factory Where IT Productions Vehicles for Export to the Us Analysis by RBC Capital Markets Estimates The Company Cold SEE ASE ASEE SEE AS ​​AS AARNINGS Worst-Case Scenario, while Steellantis – Whoch Owns Chrysler and Jeep – ALSO HAS MAJOR Operations in Mexico, Including the production of ram pickup trucks, and see a 12% Hit to Earnings.

The Effects on Stocks Were IMMMIDIALE on MONDAY, with European Automakers on the regional Stoxx 600 Index Plunging 3.4%, and Part Suppliers Including Valeo and Forvia Also tumbling on expectations of a sector slowdown.

Makers of Chips and Semiconductor Equipment, Ranging from Taiwan’s TSMC to the Netherlands’ ASMLAre braced for a tariff impact giving the industry’s global supply chains – Including factors in Mexico and China – And beCAuse of a Potential Slwdown in Demand.

Taiwan Semiconductor Manufacturing Co, The World’s Largest Chipmaker, Specializes in Making Semiconductors for other companies, such as us firms Apple, Nvidia, Amd, Qualcomm and Intel,

ASML, meanwhile, manufactures the extreme ultraviolet lithography (EUV) Machines used by many global chipmakers to print intricate designs on chips. ASML Ships these tools to Multiple Countries, Including the US, Taiwan and South Korea.

“The latest moves won’t do much to calm the high tensions which have the semiconductor sector,” Susannah Streter, Head of Money and Markets at Hargreaves Lansdown, Said Monday.

“Companies like Nvidia Rely on the production of chips from outsourced factories overseas, like china and mexico – but many other parts needed to construct ai data center ai data could also be vulneerable to tarifs, Given The AREAFFS, GIVEN AREF

For the us consumer, a host of household and leisure Goods Made Overseas BE SET for Price Increases, from Furniture and Electrical Appliances to clothing, video consoles, phones and toys.

Elsewhere, there will be an impact on us-experted products The US ‘borders.

One example is drinks giant DiegeoWhich has alredy been struggling with Weakening Demand in North America,

Fintan Ryan, Consumer Equity Research Analyst at Goodbody, Told CNBC that tariffs were one of the biggest challenges for the company this year as the US account for the US Accounts for 45% of the Company.

Around 70% of its sales in the US are importants, meaning, including canadian whiskey, mexican tequila, scotch, and bailies and bailys and guinness from eu Member Ireland. DIEGO is due to report earnings on tuesday.

Chinese companies face the highest risk from tarifs and other changes to us market access, according to analysis by morgan stanley. Of that, Hugly Popular China-Linked Online Shopping Platforms Such as Temu, Shein and AliexPress are set to be hard hit.

This is if Trump has halted a trade exemption Known as “de minimis,” which has allowed expenses to ship packages what less than $ 800 into the us duty-free.

Us Officials Have Claimed The Examption Allowed Chinese e-Companies to Undercut Their Competitors and Flagged Safety Concerns due to their “Minimal Documentation and Inspection.”

The US processed more than 1.3 billion de minimis shipments in 2024, According to data From the US customs and border protection agency.

Without the exemption, high-Volume, low-cost products from China’s online retailers will face duties, potentially pushing up the end price of the items and causing a Fall in Demand.

– CNBC’s Ganesh Rao, Michael Bloom, Annie Palmer and Ryan Browne Contributed to this story.