US stocks are likely to fall by 5% in the coming months, as the final round of customs definitions announced by the Trump administration negatively affects the profit expectations, according to two strategies of “Goldman Sachs”. US President Donald Trump has announced the imposition of customs duties with 25% on imports from Mexico and Canada, which will come into effect on Tuesday, unless an agreement is reached in the last moments. It is expected to be imposed on China by 10%, while Trump reiterated his warning to the European Union that customs duties “will certainly be imposed.” Trump is causing a shock to investors. Read more: Trump is that the European Union ‘very soon’ has been set up customs and added: ‘We have economists of our expectations as unclear, but they believe that there is a great possibility that the definitions of Canada and Mexico are temporary.’ Costin said that if the new rates are still applied, this could lead to a reduction in its expectations for the profits of companies listed in the S&B 500 by 2% to 3%, without calculating the impact of the further tightening of financial conditions or changes in the behavior of consumers and businesses. He also warned that the ‘fair value’ of the S&B 500 index could fall by about 5% in the short term due to the negative impact on both profits and stock assessments. In early 2024, Costin was one of the most conservative analysts on US stocks, before strengthening its goal for the end of the year several times to keep up with the High S&B 500 index. As for the end of 2025, the analyst set a goal at 6,500 points, which is an indication of achieving about 8% of Friday closing. The fear of Trump’s policy, while the standard index of 2.7% in January, is damaged by investors for fear that Trump’s policy could lead to high prices. Technology stocks have also been influenced by concern that the United States may lose its leadership in artificial intelligence. Global stock markets fell on Monday for fear that recent movements related to customs tariffs could lead to a comprehensive trade war. Read more: Companies’ concerns about customs definitions are close to the highlight. Attract the season of the announcement of the results of the fourth quarter job in search of references on how US businesses are ready for the Trump protection schedule. Although the time is still early, customs tariffs have already begun to dominate the conferences of analysts after the profits have been announced. Michael Wilson, the strategic in Morgan Stanley, who was one of the most prominent analysts in the shares until mid-2024- said that the stock markets were so far optimistic or uncomfortable about the possibility of customs duties, but this opinion “is likely to be tested when the durations of the rates of customs” are. “In conclusion, RBC Capital Markets, the RBC Capital Markets, warned that the possibility of the” S&P 500 “index increased from 5% to 10% following the statement of customs tariffs, in light of the high exposure of investors to the market and high share.
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