Happy Monday! The latest round of U.S. tariffs on Canada, Mexico and China adds fresh uncertainty to global trade, with businesses bracing for potential cost increases and supply chain disruptions. Explore how these tariffs could reshape markets — and what it means for your portfolio. Also, watch out for these ETFs that could suffer a big impact.

—Josh Enomoto

Plus, if you’re looking to invest in new energy technologies, check out today’s sponsor.

MARKET RECAP

Last Week: Stocks edged lower Friday as tariff concerns pressured markets, with the S&P 500 down 0.5% and the Dow falling 0.8%. Bond yields rose following confirmation of new trade measures, while inflation data met expectations, reinforcing the case for gradual Fed easing. Investors are now watching for tariff implementation details and their potential impact on key industries.

On Our Radar: Analysts will look toward Tuesday’s job openings data and factory orders to better gauge the health of the economy. On the earnings front, Clorox and Palantir represent some of the biggest disclosures following today’s close.

TOP STORY

Trump Announces New Tariffs On Goods From Canada, Mexico And China: Will Go Into Effect From Feb 1

Trump’s new tariffs on key trading partners introduce fresh economic headwinds, sparking concerns over inflation and potential retaliation.

Learn how these policy shifts could impact industries — and where investors might find opportunities.

SPONSORED CONTENT

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Sigma Lithium Corp. (NASDAQ: SGML) ended 2024 on a high note, recently announcing a record shipment of 27,500 tons of its Quintuple Zero Green lithium. The company also said that as of December, production is at full capacity. That shipment, says Sigma, highlights its ability to increase operational excellence during the year and meet both operational and sales targets. 

“Our ability to maintain a consistent monthly shipment cadence is a clear reflection of our operational excellence, and reliability as a mature producer. It also highlights the stability we have achieved in the use of our proprietary dense media separation technology to produce lithium oxide at our Greentech Industrial Plant,” said Ana Cabral, CEO of Sigma Lithium. To learn more about Sigma Lithium click here. 

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FIVE ZINGERS

Gold Rush: JPMorgan Chase announced preparations to deliver gold valued at over $4 billion in New York this month. Discover the catalysts driving the yellow metal.

Pulling Back: Several popular crypto assets stumbled following Trump's tariff announcement. Read which assets tanked and which ones managed to hold the line.

Quiet March: Amid the drama in the tech sector, Intel is attempting a turnaround. Learn what the experts have to say regarding the chipmaker's ambitions.

Tasty Fruit: Analysts were buoyed by Apple's Q1 results, which were better than feared. Discover the experts reiterating their Buy ratings.

Firing Back: Microsoft-backed software specialist OpenAI introduced its latest model called o3-mini. Here's the attribute raising eyebrows amid the DeepSeek threat.

ONE FOR THE ROAD

3 U.S. Auto ETFs Caught In The Crosshairs As Trump Announces 25% Tariff On Mexican Imports

President Donald Trump went through with his plans to impose a 25% tariff on imports from Mexico. This tariff, along with that on Canada (25%) and China (10%), goes into effect on Saturday. This move is expected to impact companies that rely heavily on Mexican car parts.

Automakers such as General Motors Co (GM) export vehicles from their Mexican plants to North America, according to a Reuters report. The report also suggested that other U.S. auto manufacturers likely to take a hit are Ford Motor Co (F) and Stellantis NV (STLA), which are among the top U.S. producers in Mexico.

Needless to say, ETFs focusing on the automotive sector are facing significant challenges. Here are three such ETFs that are in focus right now…

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