US Equity Investors to Focus on Trump Administration's Evolving Tariffs Landscape, Quarterly Earnings This Week

, MT Newswires -  6:03 AM ET 4/14/2025 US Markets

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06:03 AM EDT, 04/14/2025 (MT Newswires) -- US equity investors will remain focused on the Trump administration's trade tariff announcements this week while watching quarterly earnings, corporate guidance, and retail sales.

* "President Donald Trump's tariff policy just took a sharp turn -- again," SAXO said in a research note Monday. The White House excluded major electronics categories from the steepest round of tariffs after imposing a 145% levy on Chinese goods and 10% on imports from other trade partners.

* "This move signals a shift from country-specific reciprocal tariff strategy to sector-focused protectionism," Saxo Chief Investment Strategist Charu Chanana said in the note. "While the 20% China tariff remains in place -- especially targeting fentanyl-related imports -- the US appears to be laying the groundwork for new semiconductor-focused tariffs under Section 232, a national security clause that could make these duties more durable and harder to reverse."

* Apple ( AAPL ) shares jumped 4.9% in premarket activity on Monday. It was up 5.2% last week, underperforming all its peers in the Magnificent-7 group. The company was hit by Trump's tariffs, given its heavy reliance on China for manufacturing.

* Meanwhile, following the release of the retail sales data for March on Wednesday, Federal Reserve Chair Jerome Powell will deliver a speech. Other heavyweight fed speakers on the tap this week include Fed Board Member Christopher Waller, Richmond Fed President Thomas Barkin, and San Francisco Fed President Mary Daly.

* Mega-cap earnings due include Goldman Sachs ( GS ) , Bank of America ( BAC ) , Citigroup ( C ) , Netflix (NFLX), Taiwan Semiconductor Manufacturing Company (TSM), and UnitedHealth Group ( UNH ) . "Of the less than thirty S&P500 firms that have released thus far, about three-quarters have been consensus EPS expectations and just over half have beaten on revenues," Scotiabank said in a research note late Friday.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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