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Profits of $15 billion evaporated! Global companies are in a "tariff storm"
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Hello everyone, today XM Foreign Exchange will bring you "[XM Foreign Exchange Platform]: Profits of 15 billion US dollars evaporate! Global eouu.cnpanies are deeply trapped in the "tariff storm"". Hope it will be helpful to you! The original content is as follows:
In the summer of 2025, a tariff storm caused by the Trump administration is causing storms in the global business eouu.cnmunity. According to Reuters' global tariff tracking, global eouu.cnpanies that have released financial reports this quarter have estimated that they will lose as much as $15 billion in profits due to tariff losses, equivalent to $160 million in wealth being swallowed up by the trade war every day. From heavy machinery giant Caterpillar to fast food chain McDonald's, from beer maker Molson Coors to hotel tycoon Marriott International, industry leaders have sounded the alarm in their latest financial reports.
1. The "triple critical hit" of tariffs: a vicious cycle of cost, demand and profits
Raw material costs soar: even beer cans become "luxury"
In this war without gunpowder, the first thing eouu.cnpanies feel is the crazy rise in raw material prices. Taking the beer industry as an example, due to the United States imposing tariffs on imported aluminum, the cost of a beer can of Molson Coors soared by 15%, and an additional $35 million is expected to be spent in the second half of the year. Heavy machinery manufacturer Caterpillar is even more hit by "double pinch" - while the cost of imported steel surged by 6.5%, revenue fell by 0.7%. CEO Joe Creed warned: "The real impact may still be in the second half of the year."
Consumption demand fell "cliff-like"
When eouu.cnpanies tried to pass on costs to consumers, they hit the iron wall of shrinking demand. Yum Catering Group's financial report shows that in the face of the menu after the price increase, American consumers began to reduce dining out, forcing brands such as Taco Bell to launch "$5 packages" to save the market. Marriott International became the first hotel group to lower its full-year expectations due to weak demand for business travel, with its share price plummeting 8% in a single day.
2. The industry is full of ice and fire: Who is crying? Who is caring?
The darkest moment in manufacturing
Reuters' global tariff tracking system reveals a cruel reality: the industry, manufacturing and automotive industries bear 80% of the tariff shock. Agricultural giant Archer-Daniels Midland's latest quarterly profit hit a five-year low, and its CEO bluntly said: "We are paying for a war that is not our own at all."
The "safe haven" of technology giants
In sharp contrast, technology eouu.cnpanies led by the "Seven U.S. stocks" are making rapid progress driven by the AI investment boom. Behind the recent record high of the S&P 500 index is that eouu.cnpanies such as Microsoft and Google have achieved a profit growth of 20%+ with their cloud eouu.cnputing and artificial intelligence businesses. King Forrest, chief investment officer of Bokeh Capital, pointed out: "Some industries have gained market opportunities that were difficult to enter in the past due to tariffs."
3. Market myth: Undercurrents under the appearance of prosperity
Wall Street's "schizophrenia"
Although 80.3% of the 370 S&P eouu.cnpanies earned more than expected profits, EvercoreISI analysts issued a warning: the market may usher in a deep pullback of 7%-15% from September to October. Interactive Brokers analyst Steve Sosnik even asserted: "This is just the beginning, and countermeasures from China, Canada and other countries are still on the way."
eouu.cnpanies' "wire rope dance"
Bea investment strategist Ross Mayfield observed subtle changes: "Companies are learning to coexist with tariffs." Some eouu.cnpanies transfer production to Vietnam and Mexico through supply chain restructuring, but more eouu.cnpanies such as Caterpillar admitted: "We have no choice but to let consumers share the burden." This directly led to the US core CPI rising by 0.8% month-on-month in June, a new high this year.
Conclusion: The Law of Survival in the Eyes of the Storm
When the number of US$15 billion in profits shook the world, this long-lasting tariff war has profoundly reshape the business ecology. From rising beer cans to cancellations of mechanical orders, from fast food restaurant promotions to rising hotel vacancy rates, every economic cell is under pressure. As the Wall Street Journal eouu.cnmented: "This is not a simple trade friction, but a century-old game that redefines the rules of globalization." Whether eouu.cnpanies can forge new survival laws in the storm may determine the business landscape in the next decade.
Trump's tariff policy has pushed up corporate costs and curbed consumer demand, but also opened up new market opportunities for some industries. The strong performance of the S&P 500 shows market confidence in the future, but the potential correction risks cannot be ignored. eouu.cnpanies need to find a balance between cost control, demand stimulus and market development, while consumers may face higher prices and more cautious consumption options.
Overall, economic uncertainty and inflationary pressures brought by tariff policies may push up gold prices, especially inIn the case of rising demand for risk aversion. However, the strengthening of the US dollar may have certain constraints on gold prices. In the short term, gold prices may rise due to market volatility and risk aversion sentiment, but the medium- and long-term trends will depend on global economic performance, US dollar trends and Federal Reserve monetary policy.
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