Stock Market Newsยท2025-10-01 18:00Group 1: Pharmaceutical Industry - The U.S. administration reached a deal with Pfizer, where the company agreed to lower some drug prices and invest $70 billion in U.S. manufacturing and R&D in exchange for a three-year exemption from proposed tariffs on imported prescription drugs [2][4] - Pfizer's stock surged by 6.83% to close at $25.48 on September 30, 2025, with trading volume reaching over 153 million shares, nearly 3.5 times its usual average [3] - Other pharmaceutical companies, including Johnson & Johnson and Eli Lilly, also saw stock price increases following the announcement, indicating a positive market sentiment towards the sector [3] Group 2: Tariff Impacts on Various Industries - President Trump announced a 100% tariff on foreign-made films, which initially caused a slight dip in U.S. studio stocks, but they rebounded quickly, indicating investor adaptation to such announcements [5][6] - A 10% import tax on softwood lumber and new 25% tariffs on heavy trucks were introduced, with Ford Motor Co. initially seeing a stock increase but later facing criticism from its CEO regarding the tariffs' negative impact on future investments [7] - The overall market reaction to these tariffs has been mixed, with some sectors experiencing volatility while others showed resilience [6][7] Group 3: Government Shutdown Effects - The U.S. government entered a partial shutdown on October 1, 2025, which raised concerns about delays in critical economic data releases [8][9] - Market reactions were varied, with initial declines in stock futures but a surprising resilience in major indices by midday, showcasing the market's ability to absorb political uncertainty [10][11] - Analysts suggested that the impact of the shutdown would be limited unless prolonged, indicating a potential for short-term volatility rather than long-term consequences [12] Group 4: Overall Market Sentiment - The recent events illustrate the "Trump effect" on financial markets, where policy announcements create immediate but often unpredictable market reactions [13][14] - Companies like Pfizer are navigating a landscape where tariff threats can lead to strategic opportunities, while other industries are left to assess the long-term implications of sudden protectionist measures [13][14] - The market has shown a remarkable tolerance for political volatility, oscillating between dips and rebounds, indicating an adaptation to the current political climate [14]