Wall Street Breakfast What gets a tariff break?
Apr 13, 2025
Recent tariff exemptions from the Trump administration could reshape tech investments, sparking intrigue among investors. The discussion dives into how these exclusions will affect earnings reports for key tech companies. Additionally, market liquidity is under the spotlight, with insights on anticipated dips in consumer spending and significant ex-dividend dates for major players. Goldman Sachs' analysis highlights the diminishing liquidity in the equity market, signaling potential volatility in trading.
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Tariff Exemptions
- The Trump administration excluded several consumer electronics from reciprocal tariffs.
- This includes smartphones, computers, and equipment used in semiconductor manufacturing.
Meta Antitrust Trial
- MetaPlatforms faces an antitrust trial that could lead to the divestiture of Instagram and WhatsApp.
- Mark Zuckerberg is reportedly lobbying for a settlement to avoid the trial.
Retail Sales and Consumer Confidence
- March retail sales offer a pre-tariff glimpse into consumer spending.
- Consumer confidence has declined for four months, suggesting stagflationary concerns.