Construction supply and homebuilder stocks rebound after Trump changes tariff strategy (again)
Markets are surging today after suffering major losses in reaction to the Trump Administration’s decision to pause planned tariffs above 10% on all countries except China for 90 days.
As a result, many suppliers for products used by those in the AEC and homebuilding industries have seen their financial positions fluctuate considerably, impacting in turn the bottom lines for architecture and design offices that rely on them for procurements, project budget estimates, material availability forecasts, and more.
The stock prices for different suppliers of furniture, home appliances, construction materials, lighting fixtures, and other building essentials are therefore worth keeping an eye on in the coming weeks and months. A new 125% tariff on Chinese goods, up from the 34% levy that had been in place for weeks, is another important factor worth accounting for, as well.
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