Stock market today: Dow, S&P 500, Nasdaq set to bounce back as Trump tariff move buoys steelmakers

Published On Feb 10, 2025, 7:51 AM

U.S. stock futures are up as the market anticipates a rebound following losses attributed to President Trump's announcement of new tariffs on steel and aluminum imports. The tariffs, set at 25%, are expected to benefit U.S. steelmakers, leading to pre-market gains for companies like Cleveland-Cliffs (CLF), Nucor (NUE), and U.S. Steel (X). Meanwhile, concerns over potential inflation stemming from these tariffs might affect the prospects for interest rate cuts. Investors are also watching the upcoming consumer price index update and earnings from various S&P 500 companies.

Stock Forecasts

CLF

Positive

The announcement of tariffs will likely lead to short-term positivity for U.S. steel and aluminum stocks due to reduced competition from imports. However, the broader market may face pressure if inflation risks emerge from these tariffs and hamper economic growth.

NUE

Positive

Given the expected gains from the new tariffs for U.S. steel makers, Nucor is likely to see a significant uptick in market sentiment and stock price in the near term as investors buy into the potential for increased profitability.

X

Negative

While the short-term outlook appears favorable for steel producers, U.S. Steel may face longer-term challenges if tariffs exacerbate inflation and affect demand. Therefore, its short-term gain may not sustain, leading to cautious trading.

AA

Positive

With aluminum prices likely to rise due to tariffs, Alcoa's stock is positioned to benefit from increased prices and demand, contributing to a positive outlook in the immediate future.

Related News

The president said he planned sweeping tariffs on all steel and aluminum imports on Monday and would take other action to even out tariff rates with the rest of the world later this week.

Existing American tariffs already restrict steel and aluminum shipments from China, which is now flooding other markets with its exports instead.

The president said he planned sweeping tariffs on all steel and aluminum imports on Monday and would take other action to even out tariff rates with the rest of the world later this week.