US President Donald Trump's tariffs continue to reverberate through the economy, impacting businesses and potentially fueling inflation [3, 1]. While legal challenges to these tariffs linger, companies are already preparing for potential price increases and supply chain disruptions [3]. Several stocks are being monitored for policy regulation risks [4, 5, 6, 8, 9, 10, 11, 12, 13, 14, 15]. Meanwhile, China is taking steps to optimize share issuance pricing and combat online misinformation [7].
Tariff Troubles and Corporate Strategies
The tariffs, while not inflationary in a monetary sense, do increase the costs of goods and raw materials [1]. Adidas CEO Bjorn Gulden noted the need for "selective pricing adjustments" to maintain their value proposition, while acknowledging the difficulty in predicting if tariffs could trigger major inflation in the US market [1]. Companies are actively working to understand and mitigate the effects of these tariffs [2].
CFO Jim Nickolas indicated that while the immediate impacts were modest, more significant effects are anticipated in the latter half of 2025 [2]. Nickolas also stated, "It’s a new element of the business that wasn’t there 12 months ago" [2]. His company has dedicated teams trying to understand and mitigate the effects of the tariffs [2].
Stocks Under Scrutiny
Several companies are being monitored to assess if their stocks are at risk of policy regulation [4, 5, 6, 8, 9, 10, 11, 12, 13, 14, 15]. This includes Goodfellow Inc. (O3Z), PLOW, FIS, EOG Resources Inc., CVS, GPUS$D, Alpha Bank S.A. (ACBB), DAN, P Mid Cap 400 Value, XTL, and AESI [4, 5, 6, 8, 9, 10, 11, 12, 13, 14, 15].
TL;DR
* Tariffs imposed during the Trump administration continue to affect businesses, leading to potential price hikes and supply chain issues [3, 1]. * Companies are actively trying to mitigate the effects of tariffs, which are expected to have a more significant impact in the second half of 2025 [2]. * Several companies' stocks, including Goodfellow Inc., PLOW, and CVS, are being monitored for potential policy regulation risks [4, 5, 9]. * China is working to refine its share issuance pricing mechanisms and combat the spread of online misinformation [7].