1329 ET - Auto-technology supplier investors are taking a 'sell now, ask questions later' approach to new tariffs against Mexico, Canada and China, Baird analysts Luke Junk and Benjamin Schmid say in a research note covering companies including Amphenol and Mobileye Global. The market is wondering whether the tariffs are merely a negotiating tactic or could prove to be more durable in the near-term, the analysts say. The tariffs will need to be passed on to consumers to avoid broad supply chain disruptions, they say, drawing a parallel to similar dustups around the chip shortages and inflation of 2021 and 2022. (dean.seal@wsj.com)
(END) Dow Jones Newswires
February 03, 2025 13:29 ET (18:29 GMT)
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