Tariffs, credit, and software pressure
EU Retaliation Tariffs
EU retaliation tariff headlines are back in focus, reviving trade risk just as markets were trying to stabilize. The concern is not immediate demand destruction, but second-order effects on supply chains and margins, especially in globally exposed names.
Industrials and multinationals with European exposure tend to feel this pressure first when tariff narratives resurface.
Credit Card APR Caps Begin January 20
The credit card APR cap starting January 20 has quickly become a front-and-center risk for financials. Even if temporary or revised, the policy raises real questions around margin compression and reduced credit availability.
Here is the reality of capping credit card interest rates at 10%. Lenders and consumer finance platforms like $SOFI, $AXP, $COF, $DFS, $NU, and Full story available on Benzinga.com
