Trump's Tariff Deadline Approaches March 1, 2025

As the one-month reprieve from U.S. tariffs on Mexico and Canada approaches its end, President Trump reaffirmed that the tariffs will proceed, heightening concerns among investors and corporations. The looming tariffs are expected to increase import prices for American consumers and may lead to retaliatory tariffs from Canada, potentially affecting trade relations and airline stocks negatively. Companies across various sectors are strategizing to mitigate the impact of these tariffs, with some Canadian firms exploring alternative markets to reduce reliance on the U.S. market. The uncertainty surrounding tariffs has also created challenges for CFOs, who are struggling to incorporate potential cost pressures into their financial forecasts. Amidst this turmoil, tech giants like Nvidia and Microsoft are particularly on edge as they prepare for the implications of these trade policies on their operations. Meanwhile, Apple remains a rare positive outlier, buoyed by its commitment to significant U.S. expansion.