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The "MAGA" camp will face a painful blow from tariffs: Truck Transportation and Retail Trade may see large-scale layoffs.
① USA Truck drivers have shown support for Trump in polls and past activities, thus being regarded as the backbone of the MAGA camp; ② however, according to predictions by Apollo Global Management, tariffs will lead to massive layoffs in the Transportation and retail Industry; ③ Apollo also warned that the economic slowdown triggered by tariffs could ultimately turn into stagflation.
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The American Airlines industry collectively withdrew its performance guidance: Trump's tariffs have deterred a large number of tourists.
① The trade pressure policy of USA President Trump has led to a decline in the tourism industry, with the number of international tourists visiting the USA down about 5% compared to last year; ② Tariffs have also sparked concerns about domestic recession in the USA, leading to cuts in Consumer spending and a decline in domestic tourism demand; ③ Several Airlines have retracted their 2025 performance forecasts due to economic uncertainty and plan to reduce flights to protect profit margins and Cash / Money Market.
The company's CEO has clearly stated: the trade war will destroy everything!
Due to the cost surge brought about by Trump's tariff policy and the wavering of Consumer confidence, many corporate giants in the USA have significantly lowered their earnings expectations during this earnings report season, covering various fields such as Consumer goods, Aviation, Energy, and telecommunications. Statistics show that more than 90% of companies mentioned the impact of tariffs during their earnings call, with the mention rate of the term 'recession' soaring from less than 3% in the fourth quarter of last year to 44%.
