While markets are committed to Tariff Trump, these global sectors are made for a rough ride

US President Donald Trump has announced a large tariff this weekend on the three largest trading partners in his country, leaving investors trying to position themselves for a global trade war.

Canada and Mexico face 25% of duties on their exports to the US, with a lower 10% imposing on Chinese goods. Canada has already reacted with retail tariffs of 25% compared to 155 billion US goods.

Trump in the meantime has stated that the European Union It will be next in shooting and the UK has also been considered.

Although Trump has repeatedly threatened tariffs on the mark of the campaign, Deutsche Bank Analyst, Jim Reid, said on Monday that the market was “fully undervalued at risk” and that it would now be in “severe shock”.

Among the expected short -term influences are Slowing global economic growthespecially in countries with large manufacturing sectors, a Spik price of oil,, higher prices for US consumers and Higher for the interest rates of the United Stateswith stronger American dollar as a result.

Outside the USA three other economies that are directly involved, sectors around the world are attached to the influence of tariffs.

Here are some areas that are expected to be affected:

German VolkswagenFor example, it owns the largest car factory in Mexico in which it produces export vehicles to US analysis by RBC Capital Markets estimates that the company could see 9% of the earnings reduction as a result of tariffs in the worst scenario, while Stellantis – who owns Chrysler and Jeep – also has major operations in Mexico, including the production of RAM Pickup trucks, and see a 12% earning goal.

The effects on stocks were immediate on Monday, with European car manufacturers on regional Stoxx 600 index drops 3.4%and parts of suppliers including Valeo and Forvia They also roll over to expectations from slowing down the sector.

Manufacturers of chips and semiconductor equipment, ranging from Taiwan Tsmc To the Netherlands’ AsmlThey are attached to tariff influence with respect to the global supply chains in the industry – including factories in Mexico and China – and because of the potential slowdown of demand.

Taiwan Semiconductor Manufacturing CO, the world’s largest chip manufacturer, is specializing in the production of semiconductors for other companies, such as US companies Apple,, Nvidia,, AMD,, Qualcomm and Intelligence.

Asml, in the meantime, produces machines of extreme ultraviolet lithographs (EUV) used by many global chip producers to print intricate chips. Asml ships these tools to several countries, including the US, Taiwan and South Korea.

“The latest moves will not do much to calm the high tensions that hit the sector sector,” Susannah Streeter, a money leader and market in Hargreaves Lansdown said on Monday.

“Companies like Nvidia Rely on the production of chips from outsourcing factory abroad, such as China and Mexico – but many other parts needed to build AI data centers could also be vulnerable to tariffs, since they are imported. “

For an American consumer, a multitude of household goods and leisure abroad could be set to increase price, from furniture and electric appliances to clothing, video console, telephone and toys.

Otherwise, they will influence the products they have been installed to the USA to be sent to countries like Canada, which are revenge with tariffs-as well as a wide-consuming company around the world that they send over US borders.

One example is giant drinks Diageowhat is already struggling with Weakening of demand in North America.

Fintan Ryan, an analyst for a consumer research from Goodbody, told CNBC that the tariffs are one of the biggest challenges for the company this year, because the US is approximately 45% of the company’s operational profit.

In the meantime, about 70% of the US sales are imported, including Canadian whiskey, Mexican Tequila, Scotch and Baileys and Guinness EU member member Ireland. Diageo should report earnings on Tuesday.

That’s because Trump stopped exemption at the store Known as “de minimis”, which allowed exporters to deliver packages worth less than $ 800 in US customs.

US officials claimed that the exemption allowed Chinese e-commerce companies to undermine their competitors and indicate concern for safety because of their “minimal documentation and inspection”.

Now in 2024. They processed more than 1.3 billion de minimis shipments, According to data from the US Customs and Border Protection Agency.

Without exemption, products with large quantities, cheap products from Chinese Internet traders will face duties, potentially increasing the extreme price of the object and causing a demand drop.

– CNBC -Lovi Ganesh Rao, Michael Bloom, Annie Palmer and Ryan Browne contributed to this story.