According to The Kobeissi Letter, President Trump stated he 'couldn't care less' if automakers raise car prices in response to his 25% tariff. This statement could influence investor sentiment towards automaker stocks, potentially leading to volatility in the market as companies like Ford and General Motors may adjust pricing strategies, impacting their stock performance.

According to The Kobeissi Letter, the share of consumers expecting higher stock prices over the next 12 months fell by 9.3 points in March to 37.4%, marking the lowest level in a year and the largest monthly decline since March 2020. Over the last four months, this percentage has dropped 19 points from a record high of 56.4%, indicating a significant shift in market sentiment.

According to The Kobeissi Letter, the percentage of consumers expecting higher stock prices over the next 12 months has fallen by 9.3 points in March, reaching 37.4%, the lowest level in a year. This represents the most significant monthly decline since March 2020. Over the past four months, the percentage has decreased by 19 points from a record high of 56.4%.

According to The Kobeissi Letter, US investor sentiment has declined significantly, with the share of consumers expecting higher stock prices over the next 12 months dropping 9.3 points to 37.4% in March. This marks the largest monthly decline since the March 2020 market crash, highlighting growing concerns in the market.

According to The Kobeissi Letter, US investor sentiment is declining, with the percentage of consumers expecting higher stock prices over the next 12 months dropping 9.3 points in March to 37.4%, marking the lowest level in a year. This is the largest monthly decline since the market crash in March 2020.

According to The Kobeissi Letter, investor and consumer sentiment has significantly decreased due to persistent negative headlines. This emotional market environment contributes to frequent and sudden market swings. Currently, 44% of Americans anticipate lower stock prices, a sentiment closely approaching the 2008 financial crisis peak levels.

According to The Kobeissi Letter, recent headlines have negatively impacted investor and consumer sentiment, leading to increased market volatility. With 44% of Americans anticipating lower stock prices, the sentiment is nearing levels seen during the 2008 financial crisis. This data highlights the emotional nature of current market dynamics, potentially affecting trading strategies and decisions.

According to @KobeissiLetter, the introduction of a 25% tariff on cars not made in the US, as part of President Trump's 'Liberation Day', is significantly impacting the automotive market. The tariffs are expected to add up to $12,500 to the price of new cars sold but not manufactured in the US. This pricing shift could lead to increased costs for consumers and affect the sales volume of imported vehicles. Traders should consider the potential impact on US automakers' stock prices, which are reportedly declining due to anticipated shifts in demand and profitability. These changes present both risks and opportunities for investors focusing on the automotive sector.

According to The Kobeissi Letter, President Trump is granting a 1-month tariff exemption to the Big 3 automakers, as reported by WSJ. This move could potentially impact the automotive sector's stock prices and trade dynamics in the short term.

According to The Kobeissi Letter, American consumer confidence in equities has declined, with only 46.8% expecting stock prices to rise over the next 12 months as of February 2025. This marks the lowest confidence level since April 2024 and represents a significant drop from 54.2% in January 2025, the largest monthly decline since the March 2020 crash.

According to Tom Emmer, the U.S. administration under President Trump is focused on ensuring that American AI technology becomes the gold standard worldwide. This policy could influence global technology markets by reinforcing the dominance of U.S.-based AI firms, potentially leading to increased investment and trading opportunities in these companies. Emmer highlights the administration's commitment to maintaining leadership in AI technology, which could affect stock prices and market trends related to AI sectors. [Source: Tom Emmer's Twitter]

According to The Kobeissi Letter, Sam Altman has responded with 'no thank you,' which may influence investor sentiment towards companies associated with him, potentially affecting their stock prices.

According to Eric Balchunas, the asset gap between VOO and SPY is $5 billion. SPY is experiencing mild inflows, attributed to the rise in stock prices over recent days, indicating resilience despite expectations of a quicker resolution to the asset gap battle.