US EditionTrillions in sales for S&P 500 companies at stake as US-China talks begin
- President Donald Trump launched a trade offensive on April 2, 2025, imposing tariffs of up to 145% on imports from China, mainly affecting the U.S.-China trade lane.
- These tariffs and policies emerged from escalating trade tensions that caused several rounds of retaliation and increased costs for companies reliant on Chinese supply chains.
- Companies like Matson Inc. And Freeport-McMoRan reported declines in shipments and increased costs due to tariffs, while firms such as Mattel and General Motors withdrew earnings guidance citing these uncertainties.
- The average S&P 500 company earned 6.1% of its 2024 revenue from sales linked to China, totaling $1.2 trillion, roughly four times the trade deficit size, underscoring the stakes involved as Torsten Slok warned about earnings declines if decoupling occurs.
- Strategists have lowered 2025 earnings estimates for the S&P 500 to about $265 per share amid policy uncertainty and tariff impacts, signaling potential economic headwinds while trade talks continue.
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Tariffs Can Send The S&P 500 To 6,000
Key Points If the Trump administration secures trade deals with major economies like China, Japan, and India, markets could see a rally of up to 10%, potentially pushing the S&P 500 (VOO) toward the 6,000 level. Despite tariff optimism, high valuations remain a ceiling, with the S&P’s trailing P/E ratio already above 24, suggesting limited upside from an earnings-multiple standpoint. Fast-money algorithmic trading and persistent short positio…
·New York, United States
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The Billings Gazette+4 Reposted by 4 other sources
Trillions in sales for S&P 500 companies at stake as US-China talks begin
U.S. equity investors will be watching closely as trade talks kick off between the Trump administration and China, with trillions of dollars hanging in the balance for American companies.
·Billings, United States
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Total News Sources7
Leaning Left1Leaning Right3Center3Last UpdatedBias Distribution43% Center, 43% Right
Bias Distribution
- 43% of the sources are Center, 43% of the sources lean Right
43% Right
14%
C 43%
R 43%
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