U.S. Auto Tariff Threat Likely to End in Deals, Delays and Exemptions -- Market Talk

Dow Jones16:53

0853 GMT - It is not clear at this stage if President Trump's threatened 25% tariff on cars and trucks imported from the European Union will actually come into effect, Barclays analysts write. "We think there may be deals, delays and exemptions, but the magnitude under discussion would be a meaningful additional headwind on European Union original equipment manufacturer margins." Porsche, Mercedes-Benz, BMW and Volkswagen would be most exposed, the bank says. The impact on Ferrari is less clear, but Barclays thinks it would mostly utilize its contractual right to pass on tariffs for the most part. Aston Martin would be exempt from this escalation, as the U.K. and U.S. have a separate bilateral trade deal. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

May 05, 2026 04:53 ET (08:53 GMT)

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