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February 3, 2025 Investor Insights Thumbnail

February 3, 2025 Investor Insights

Investor Insights

Imports From China, Mexico & Canada

February 3, 2025

Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions. 

 

  • In the first 11 months of 2024, Canada and Mexico supplied about 28% of US imports, while China accounted for 13.5%, according to Census Bureau data. 1
  • The combined market cap of the ten largest US companies is $20.9 trillion, representing over 70% of US GDP. These companies are now larger than China's $19.5 trillion economy and the combined GDP of Germany, Japan, India, the UK, and France. *2
  • The Magnificent 7 derive 49% of their revenue from international sales, compared to 26% for the S&P 493 (i.e., the S&P 500 excluding the Mag 7) and 21% for the small-cap Russell 2000. This makes them more vulnerable to new tariffs. *3
  • Companies are once again looking to reduce their stock prices through stock splits to appeal more to retail investors. Last year, there were 17 stock splits in the S&P 500—the most since 2013. Historically, stocks returned an average of 25% in the year following a split. *4

Sources:

  1. WSJ - "Trump Slaps Tariffs on Mexico, Canada and China in Opening Salvo of Trade War"
  2. MFS - "Beyond the News"
  3. Goldman Sachs- "Market Monitor"
  4. Barrons - "It’s Bananas, but Stock Splits Can Pay Off. Here Are 5 Likely Contenders."

*Past performance is not indicative of future performance

Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter. 

Glen Eagle Wealth, LLC is a member of FINRA, MSRB and SIPC 

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