Story perspectives

Rising Tariffs Threaten Corporate Profits, Warns Morgan Stanley

7/12/2025

46 9

Summary

Story summary

Morgan Stanley's Mike Wilson cautions that rising tariffs could soon affect corporate profits and increase market volatility in Q3.
Despite new tariffs on over 20 countries and a 50% tariff on copper, investors are currently unfazed.
The U.S. dollar gains strength amid trade uncertainties, while the automotive and technology sectors experience pressure.
Analysts recommend reassessing portfolios as trade negotiations near critical deadlines, anticipating potential market corrections.

1 of 1

Story summary

Morgan Stanley's Mike Wilson cautions that rising tariffs could soon affect corporate profits and increase market volatility in Q3.
Despite new tariffs on over 20 countries and a 50% tariff on copper, investors are currently unfazed.
The U.S. dollar gains strength amid trade uncertainties, while the automotive and technology sectors experience pressure.
Analysts recommend reassessing portfolios as trade negotiations near critical deadlines, anticipating potential market corrections.