Trump Tariff War Sparks Winners and Losers Across US Economy

US President Donald Trump’s recent tariff hike has sparked mixed reactions across the US economy, with some industries benefiting from the protectionist measures while others struggle. The 10-20% tariffs imposed on goods from Canada, Mexico, China, and Europe have hit various sectors hard, including automakers, tech giants, and wine producers.

US-based automakers like General Motors, Ford, and Stellantis are in the “eye of the storm” as tariffs impact nearly every facet of their supply chains. The average cost of manufacturing a vehicle could swell by $400 per car if the tariffs remain in place. Tesla, another US-based automaker, has warned it could be exposed to disproportionate impacts from retaliatory tariffs.

Tech giant Apple, which manufactures its hardware in China, is set to take a major hit from tariff-related hikes unless CEO Tim Cook secures an exemption. The company’s stock is down 13% since January 1.

However, some industries are benefiting from the tariffs. Wine producers and suppliers of California almonds, which more than one-third of their shipments go to Europe, could see significant revenue boosts due to increased demand for domestic products. Champagne and other wine imports from European Union countries face a whopping 200% tariff, causing a run on these luxury drinks.

The escalating trade war has also spooked Wall Street, with the tech-heavy Nasdaq index plunging over 2,300 points or nearly 12% over the last 30 days. Large-cap stocks in the tech sector are among the hardest hit.

Despite concerns about short-term market volatility, Treasury Secretary Scott Bessent and other Trump allies argue that the tariffs will create long-term gains for the US economy and American people. However, experts caution that the impact of these measures could be far-reaching and unpredictable.

The dispute has triggered a series of retaliatory measures from countries affected by the tariffs, including Canada’s imposition of $21 billion worth of tariffs on US-made goods. The escalating trade war raises questions about the effectiveness and fairness of Trump’s protectionist policies and their potential consequences for the global economy.

Source: https://nypost.com/2025/03/14/business/trump-tariff-battle-with-canada-mexico-china-and-europe-points-to-early-winners-losers