Mexico Recession Most Likely Scenario on Trump's Increasing Tariffs -- Market Talk

Dow Jones2025-03-04

1836 ET [Dow Jones]--President Donald Trump's reiterated plan to impose 25% tariffs on Mexico and Canada goods will have meaningful consequences, including a recession in Mexico as the most likely scenario, Morgan Stanley analysts say in a research note. In the U.S., inflation could be 0.3 percentage points to 0.6 percentage points higher over the next three to four months, the analysts say. When it comes to trading, the sectors at most risk from increased tariffs are IT hardware and equipment companies, autos, and subsets of the consumer sector. Still, Trump could speak with the leaders of Mexico and Canada and agree to another postponement in the next few hours, the analysts add. (sabela.ojea@wsj.com)

(END) Dow Jones Newswires

March 03, 2025 18:38 ET (23:38 GMT)

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