General Motors is “the poster child of tariff impacts.”

Tariff Impact on Automakers - The automotive industry, particularly General Motors, is highly exposed to global trade, especially nearshoring from Mexican and Canadian factories [1] - The market is assessing the duration of tariff impacts, potentially lasting a few quarters, which aligns with General Motors' expectations [2] Market Sentiment and Investment Strategy - Market sentiment, rather than immediate earnings or economic fundamentals, has driven recent market rallies, highlighting the difficulty of timing the market [3] - Long-term investors are focused on the future, considering scenarios as far out as 2026 [3] Investor Concerns and Adaptations - Investors are encouraged by the market rally but remain curious about tariffs and policy changes [4] - Investors are seeking to adjust their financial plans to accommodate these evolving factors [4]