Wall St Engine
Jefferies Recommends Buying $FIVE, $NKE, $SN, and $YETI Amid Tariff De-escalation
Analyst comments: "This morning, the US and China agreed to a 90-day pause, reducing tariffs by 115%. The changes, effective May 14th, signal a significant de-escalation in trade talks and pave the way for a long-term deal. We recommend buying shares of FIVE, NKE, SN, and YETI, as these companies offer several mitigating strategies and now face lower costs in the interim. Earlier today, the US and China agreed to roll back tariffs for 90 days, de-escalating the trade war. The US will reduce tariffs from 145% to 30%, while China will cut duties from 125% to 10%. Despite varying tariff-related headwinds from China, these strong brands can mitigate impacts due to their scale. As trade discussions progress during the 90-day pause, management teams could witness significantly fewer costs, as most businesses have opted to plan with the assumption of a 145% tariff in place."
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Jefferies Recommends Buying $FIVE, $NKE, $SN, and $YETI Amid Tariff De-escalation
Analyst comments: "This morning, the US and China agreed to a 90-day pause, reducing tariffs by 115%. The changes, effective May 14th, signal a significant de-escalation in trade talks and pave the way for a long-term deal. We recommend buying shares of FIVE, NKE, SN, and YETI, as these companies offer several mitigating strategies and now face lower costs in the interim. Earlier today, the US and China agreed to roll back tariffs for 90 days, de-escalating the trade war. The US will reduce tariffs from 145% to 30%, while China will cut duties from 125% to 10%. Despite varying tariff-related headwinds from China, these strong brands can mitigate impacts due to their scale. As trade discussions progress during the 90-day pause, management teams could witness significantly fewer costs, as most businesses have opted to plan with the assumption of a 145% tariff in place."
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Wall St Engine
WHITE HOUSE: Trump’s new executive order will push drug price cuts across all U.S. markets. HHS to set pricing targets in 30 days, explore direct-to-consumer sales at Most Favored Nation rates. Commerce, USTR, and FDA to target foreign price suppression, expand import options, & review export rules.
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WHITE HOUSE: Trump’s new executive order will push drug price cuts across all U.S. markets. HHS to set pricing targets in 30 days, explore direct-to-consumer sales at Most Favored Nation rates. Commerce, USTR, and FDA to target foreign price suppression, expand import options, & review export rules.
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