{"id":848,"date":"2025-08-02T04:08:51","date_gmt":"2025-08-02T04:08:51","guid":{"rendered":"https:\/\/emmeacne.com\/?p=848"},"modified":"2025-08-02T04:08:52","modified_gmt":"2025-08-02T04:08:52","slug":"the-text-provides-a-summary-of-the-winners-and-losers-of-the-trade-war-thuy-660","status":"publish","type":"post","link":"https:\/\/emmeacne.com\/?p=848","title":{"rendered":"The text provides a summary of the winners and losers of the trade war. Thuy 660"},"content":{"rendered":"\n

Tariff deadline day has arrived, with the administration publishing a list of 70 countries and their respective tariff rates. David Kelly, chief global strategist at JPMorgan, believes that tariff-driven inflation has yet to fully hit consumers, and investors are racing to determine where the pain and opportunity will hit. Axios Markets interviews show that winners include financials, Big Tech, utilities, and communications, while losers include consumer staples, energy, real estate, and healthcare. The winners are driven by the outperformance of AI and wealthier consumers holding up consumer spending, while the underperformers could be determined by weakness among lower-income consumers and sector-specific tariff effects. As Big Tech firms feel pressure to have an AI strategy, their rally could still have legs. Investors should zoom out and look at valuations of different asset classes and broad sectors in their portfolio to see if a significant correction is expected. The market may be rallying, but trade policy drives sector-specific price action, which could determine market leadership for the year.<\/p>\n\n\n\n

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