According to The Kobeissi Letter, Trump's 25% auto tariff will significantly affect brands like Audi, Porsche, and Ferrari, which rely 100% on imports for the U.S. market. BMW and Mercedes, which manufacture 50% of their U.S. sold cars domestically but depend on imported parts, will also face challenges. Stellantis produces around 60% of its cars in the U.S., thus having a slightly lower risk exposure. These tariffs could influence trading decisions as companies adjust their supply chains and pricing strategies (source: The Kobeissi Letter).

According to The Kobeissi Letter, Trump's 25% auto tariff will significantly impact car brands like Audi, Porsche, and Ferrari, which are 100% imported into the US. This could lead to increased prices or decreased availability. Brands like BMW and Mercedes, which manufacture 50% of their US-sold cars domestically but import parts, might see moderated effects. Stellantis, manufacturing about 60% of its US-sold cars domestically, could be better positioned to mitigate the tariff impact.