Steelmakers may benefit from Trump trade salvos, but Wall Street warns of longer-term headwinds
1. Trump's tariffs may raise U.S. steel prices, benefiting companies like Nucor. 2. Morgan Stanley forecasts price recovery in steel market due to tariffs. 3. Analysts warn of muted demand growth, potentially dampening long-term gains. 4. UBS supports higher near-term steel prices amid trade disruptions. 5. Bank of America anticipates future headwinds from reduced auto production.