6 shares ready to take advantage of a commercial war in unexpected ways – Allstate (NYSE: ALL), Carmax (NYSE: KMX)

President Trump put a 30 -day stand on the imposition of a 25 % tariff on Canada and Mexico, but he began to impose an additional 10 % tariff on Chinese imports. Trump has also admitted that he would display the definitions of European imports in time. The consequences of customs tariffs were a strongly discussed theme. In the event that Trump follows through his 25 % tariff on Canada and Mexico, as well as a similar tariff on European imports, there are six shares that can benefit and may not think about it in the direct way.

Nucor: high steel prices enhance margins

As the country’s largest steel producer, Nucor (NYSE: Nawa) It will benefit from the protective impact of the definitions as they did in 2018. By taking an additional 25 % tariff on imported steel, manufacturers will have to buy local steel. The demand flow may lead to high prices.

This is what happened during the 2018 tariff, when the imported steel was very expensive after the 25 % tariffs, local steel producers also ended the opportunity to raise their prices. This led to the expansion of the margin in the short term, which also led to high inflation. However, continuous high steel prices can also affect long -term demand.

Karmax: The high price of steel means the high prices of new cars

The high steel prices will lead to the transition of higher costs to the consumer. The prices of new cars will increase, which makes it more strict on consumers. Estimates indicate that the 25 % definitions imposed on Mexico and Canada can lead to Increase the cost of a new car by $ 1,000 to $ 9,000.

This would cause many consumers to think about buying a used car for cheapest without immediate consumption as soon as the car is expelled from the piece. Carmax Inc. (NYSE: KMX) It is the largest auto agency used in the country. Of course, they will be the donor as customers migrate to their galleries to buy used vehicles. The increasing demand will lead to the high prices of cars used, which leads to the expansion of the margin in Carmax.

Coffee that is born again: inflation sends high commodity prices

It is widely believed that the imposition of customs tariffs on imports will lead to an increase in inflation, especially if revenge customs duties are imposed on American exports. This can also lead to high commodity prices, which can enhance the margins of coffee posts like Rebaln Coffee Inc. (Nasdaq: Rern).

Coffee prices reached the highest level in 27 years at the end of November 2024. However, this was also driven by expectations of tightening the offer in 2025.

If the supply restrictions persist, high fuel -rear -coffee coffee may save the fuel rear winds, although the high costs may eventually press the demand for the consumer.

Kruger: Food inflation is profitable for food and grocery distributors

High inflation may force consumers to tighten their budgets again, but they still need to spend on necessities in Consumer food sector. Main supermarket chains such as Kroger (NYSE: Kr) It will benefit from the expansion of the margins because it is going through costs in the costs of customers and adding a little additional to themselves.

In addition, they will also acquire consumers who are trading from the brand food names to the top Kroger margin Special mark Purposes. This transformation can enhance the power of pricing in Kroger and increase the total profitability amid economic uncertainty.

Charles Schwab: High interest rates enhance the net interest margin

If inflation begins to rise sharply, the Federal Reserve will not leave any option other than reflecting the policy of reducing interest rates and increasing interest rates. High interest rates means high net interest revenues (NII) and margins for banks and brokers. NYSE: what) It will be a clear donor from the Upper NII, with its origins under management grown to more than 10 trillion dollars. They will also collect more attention on margin loans.

This is not a guess, but it is a reality dependent on a precedent. History has shown that the high rates of benefit from financial institutions, which makes this scenario more than just speculation.

Allstate: Climb interest revenues

Regardless of banks, insurance companies carry a lot of cash and monetary rewards. Insurance companies like Allstate (NYSE: everyone) Collect many installments, which you invest in cash tools, liquid tools and securities such as money market funds, CDs, Treasury, Municipal Grade Bonds and Investment.

High interest rates are equivalent to high investment income. With high interest rates, these investments generate higher returns, which enhances the total investment income and its profit.

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