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Trump's 25% auto tariffs are in effect. What investors need to know

1. Trump's 25% tariffs on imported vehicles now in effect. 2. 46% of last year's vehicle sales impacted by tariffs. 3. Ford faces significant financial risk due to high import value. 4. Analysts predict auto industry earnings could significantly decline. 5. Rising vehicle prices expected as tariffs affect U.S. manufacturing.

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FAQ

Why Bearish?

The tariffs could substantially cut Ford's earnings, as shown by Bernstein's estimates.

How important is it?

The ongoing trade policy significantly affects Ford's operations and profit outlook.

Why Long Term?

The structural impact of tariffs on Ford could persist for years, similar to past trade disputes.

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