Investing Experts 3 tariff resistant stocks from Steven Cress
Jul 22, 2025
Steven Cress, VP of Quantitative Strategies at Seeking Alpha, dives into the timely topic of tariff-resistant stocks and their implications for investors. He highlights three standout stocks: ATI Inc. for its growth potential, Sterling Infrastructure for its impressive domestic earnings, and Bank of America amidst shifting economic landscapes. The discussion also covers effective stock evaluation strategies and the innovative ProQuant investment product, designed to leverage data-driven insights for optimal portfolio performance.
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Tariffs Return Amid Inflation Fears
- Tariffs are back in focus after geopolitical tensions ease and the 90-day tariff pause ends August 1st.
- New tariffs on major trade partners could raise inflation and impact many companies and consumers.
Tariffs Squeeze Margins
- Higher tariffs compress corporate margins as many companies cannot fully pass costs to consumers.
- Consumers or companies must absorb the tariff costs, often a combination of both.
Market Reactions to Tariffs
- Global markets are reacting to tariffs: Middle East markets rally while European partners seeing potential tariffs are declining.
- Technology sector performs well recently, but other sectors pull back in the last five days.