CNBC's "Fast Money"
The Ripple Effects From Auto Tariffs… And The Next Move In Energy 3/27/25
Mar 27, 2025
Auto stocks are feeling the heat from a new 25% tax on imported vehicles, raising concerns across multiple sectors. The ripple effects may hit pharmaceuticals and raw materials hard. Meanwhile, an oil analyst shares insights on the energy market's resilience, as prices hold steady at $70 a barrel. The discussion also touches on Lululemon's disappointing earnings and the evolving strategies of financial services targeting high net worth individuals. Tune in for a deep dive into these impactful market shifts and emerging trends!
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Quick takeaways
- The proposed auto tariffs of 25% to 50% are creating significant operational challenges for manufacturers like GM and Ford, prompting strategic adjustments.
- Despite concerns about tariffs, the oil market shows resilience with stable prices around $70 a barrel, indicating a balance between demand and supply constraints.
Deep dives
The Impact of Tariffs on the Auto Industry
The new tariffs proposed by the White House are expected to significantly affect the auto industry, with potential tariffs on cars and light trucks reaching as high as 50%. This increase builds on existing tariff levels and has left car manufacturers, including GM and Ford, concerned about their financial outlook and operational strategies. Industry leaders are deliberating whether to seek exemptions from tariffs, challenge them legally, or adapt their supply chains to mitigate the impact. The uncertainty surrounding these tariffs poses a challenge for automakers as they try to navigate this evolving landscape while maintaining profitability.
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