Delta Flies Higher; Stocks Exposed to Brazil Lower; Copper Trade
Jul 10, 2025
Delta Airlines is soaring after forecasting strong profits, buoyed by a rebound in US travel. However, the shadow of potential tariffs looms over Brazilian stocks like Embraer and Archer-Daniels-Midland, as political tensions escalate. The podcast also dives into market trends impacting commodity trading, especially copper, revealing how these dynamics shape investment strategies. Tune in for insights on the intertwining fates of travel and international relations in the stock market!
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insights INSIGHT
Delta Airlines' Strong Recovery
Delta Airlines' shares jumped 11% after restoring and exceeding full-year profit guidance.
This optimism reflects US travel climbing back post-tax cuts and tariff progress.
insights INSIGHT
US-Brazil Tariff Impact
President Trump's threat of 50% tariffs on Brazil impacts many US-listed companies.
Companies like Embraer and Archer Daniels Midland face notable stock declines due to Brazil exposure.
insights INSIGHT
Ag Sector's Brazil Exposure Risk
Archer Daniels Midland and Mosaic each derive about 40% of 2024 revenue from Brazil.
Their exposure makes them vulnerable to tariffs, signaling risk for agri-sector stocks.
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On this episode of Stock Movers: - Delta (DAL) shares are higher after it reported it expects an adjusted profit of $5.25 to $6.25 a share this year, according to a statement. Chief Executive Officer Ed Bastian said travel in the US is climbing back after approval of Trump's tax-cut and spending package and progress in tariff discussions. Other airlines are following Delta higher. Travel in the US is climbing back after approval of President Trump’s tax-cut and spending package and progress in tariff discussions, Chief Executive Officer Ed Bastian said in an interview. - Embraer SA (ERJ) is lower this morning as it's a Brazilian airline listed on the American stock exchange, and it's lower due to President Trump threatening to impose a 50% tariff on Brazil over its domestic political affairs, citing the treatment of former President Jair Bolsonaro. Brazil's leader Luiz Inacio Lula da Silva responded that his nation will not be "tutored" by anyone and that any unilateral rate hikes will be responded to using Brazil's economic reciprocity law. - Archer-Daniels-Midland Co (ADM) is also lower this morning due to its exposure to Brazil. President Trump’s latest threat, against a nation that sells fewer goods to the US than it buys, risks reinforcing concerns that formal trade agreements may offer limited protection against future tariff hikes. It also again shows that the rates Trump unveiled in April on “Liberation Day” carry little meaning. - Freeport-McMoRan Inc (FCX) is higher this morning as the market prices in the copper trade. Copper traders are looking to shift deliveries into Hawaii and Puerto Rico to cut shipment times due to President Trump's plan for 50% tariffs on copper.
Stock Movers