Morning update ⏰ 📱Trump's tariff threat renews pressure on ...

Morning update ⏰

📱Trump’s tariff threat renews pressure on Apple suppliers

US President Trump has threatened a 25% tariff on imported iPhones unless Apple shifts production to the US, putting fresh pressure on its supply chain. Key Apple suppliers could face earnings cuts of up to 30% on tariffs of 20-40%. Will this tariff threat open another buying window?

https://go.dbs.com/3HcnIY6 (Login or sign up to read)

👜 Global Luxury: Navigating tariff risks

The US is threatening 50% tariffs on EU imports, though the effective date has been extended from 1 June to 9 July. European luxury brands with pricing power, lower US exposure along with sound fundamentals may be better positioned to weather the tariff risks. Find out who they are.

https://go.dbs.com/3Skl8BG (Login or sign up to read)