Investors·2025-09-26 20:21Group 1 - President Trump announced a new wave of tariffs set to launch on October 1, targeting imports of heavy trucks, furniture, and pharmaceuticals, citing national security reasons [1] - A 25% tariff will be imposed on foreign-made heavy-duty trucks, impacting domestic manufacturers and higher-end importers like RH [1] - The stock market showed mixed reactions, with some domestic manufacturers experiencing gains while importers faced declines [1] Group 2 - The Dow and other indexes experienced a rise following inflation data that met estimates, indicating a potential recovery in the market [2] - Stocks related to furniture, such as Wayfair, received upgrades despite concerns over tariffs, with Wayfair's stock jumping after beating Q2 expectations [4] - The overall market sentiment was affected by inflation concerns and the looming tariff announcements, leading to volatility in stock prices [4]