Ford, GM, Stellantis granted 1-month tariff exemption after call with Trump

Given the temporary exemption from tariffs, the stocks of Ford, GM, and Stellantis may experience a short-term positive impact as market sentiment improves. However, the looming reimplementation of tariffs suggests volatility and potential long-term pressures on stock prices due to expected cost increases being passed to consumers. Investors should be cautious and watch for future developments regarding tariffs and their impacts.

Similar to Ford, GM stands to benefit from the temporary reprieve from tariffs. The short-term positive sentiment might drive stock prices up, but like Ford, its long-term viability could be impacted by future tariff policies and competition within the market as costs could be shifted to consumers.

Stellantis is in a comparable position to Ford and GM, enjoying the same one-month tariff relief, which should help boost stock prices in the short term. However, the same concerns regarding the tariffs' impact on overall profitability remain, making its future more uncertain.