JPMorgan Chase Aktie
WKN: 850628 / ISIN: US46625H1005
10.10.2024 18:58:38
|
Mining stocks may drop 20% if US tariffs imposed - JPMorgan
Mining stocks could face a valuation drop of up to 20% if US tariffs are imposed after next November’s presidential election, according to JPMorgan Chase & Co. analysts.“Metals markets aren’t pricing in significant risk premiums for trade-related outcomes, like higher tariffs, despite this being a concern raised by clients,” analysts Dominic O’Kane and his team wrote in a note.JPMorgan’s analysis shows potential downside of 10% to 20% in the fair value of major mining stocks in a scenario where base metal and iron ore prices decline by more than 10%.The bank cited tariffs as a key factor behind the sector’s more than 10% drop in 2017-2018 during the Trump administration.JPMorgan downgraded Anglo American Plc from overweight to neutral and Sweden’s Boliden AB from neutral to underweight. Shares of both companies fell, with Anglo American down 2.1% and Boliden down 2.8%.Regardless of the election outcome, tariffs will remain central to US minerals policy. Gregory Wischer, a non-resident fellow at the Payne Institute for Public Policy at the Colorado School of Mines, stated that a future Harris administration would likely maintain the Biden administration’s tariffs on Chinese mineral imports, while a Trump administration could significantly increase tariffs, including a potential 60% levy on Chinese imports and a 10% baseline on all imports.Read More: US policy to increase mineral production must include revisiting tariffs(With files from Bloomberg)Weiter zum vollständigen Artikel bei Mining.com

Wenn Sie mehr über das Thema Aktien erfahren wollen, finden Sie in unserem Ratgeber viele interessante Artikel dazu!
Jetzt informieren!
Nachrichten zu JPMorgan Chase & Co.mehr Nachrichten
04.04.25 |
Schwache Performance in New York: Dow Jones-Börsianer treten am Freitagnachmittag Rückzug an (finanzen.at) | |
04.04.25 |
Dow Jones-Handel aktuell: So entwickelt sich der Dow Jones am Mittag (finanzen.at) | |
04.04.25 |
Schwacher Handel: Dow Jones beginnt die Sitzung weit in der Verlustzone (finanzen.at) | |
02.04.25 |
Pluszeichen in New York: Dow Jones liegt mittags im Plus (finanzen.at) | |
02.04.25 |
Dow Jones 30 Industrial-Wert JPMorgan Chase-Aktie: So viel Gewinn hätte ein Investment in JPMorgan Chase von vor einem Jahr abgeworfen (finanzen.at) | |
02.04.25 |
Angespannte Stimmung in New York: Dow Jones beginnt die Sitzung mit Verlusten (finanzen.at) | |
28.03.25 |
Javice convicted of defrauding JPMorgan in sale of fintech start-up (Financial Times) | |
28.03.25 |
Javice convicted of defrauding JPMorgan in sale of fintech start-up (Financial Times) |
Analysen zu JPMorgan Chase & Co.mehr Analysen
14.03.25 | JPMorgan Chase Outperform | RBC Capital Markets | |
16.01.25 | JPMorgan Chase Outperform | RBC Capital Markets | |
16.01.25 | JPMorgan Chase Halten | DZ BANK | |
16.01.25 | JPMorgan Chase Buy | UBS AG | |
15.01.25 | JPMorgan Chase Outperform | RBC Capital Markets |
Aktien in diesem Artikel
JPMorgan Chase & Co Cert.Deposito Arg.Repr. 0.10 Shs | 20 075,00 | -5,75% |
|
JPMorgan Chase & Co. | 191,52 | -7,59% |
|