Dollar steady but vulnerable as tariff worries take hold By Reuters
U.S. Dollar Performance: The U.S. dollar is experiencing its weakest monthly performance since November 2022 due to erratic trade policies under President Trump, leading to increased strength in the euro, yen, and Swiss franc as investors seek safer assets.
Economic Concerns: Despite some easing of tariff tensions and potential deals with foreign partners, concerns remain about the economic impact of tariffs, reflected in declining consumer confidence and job openings, prompting expectations of interest rate cuts by the Federal Reserve.
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GM Kicks Off 2026 with Strong Momentum Following Over 50% Return in 2025
Strong Performance in 2025: General Motors (GM) saw a remarkable return of over 54% in 2025, marking its best performance since its 2010 relisting on the NYSE, despite a decline in revenue in Q4.
Earnings Beat Expectations: GM reported adjusted earnings per share (EPS) of $2.51, significantly above expectations of $2.26, with a year-over-year growth of nearly 31% compared to estimates of around 18%.
Challenges in Electric Vehicle Market: The company faced challenges in the electric vehicle (EV) sector, leading to a reduction in production capacity and a $7 billion charge related to restructuring and impairment of EV assets.
Positive Long-Term Outlook: Analysts remain optimistic about GM's long-term prospects, with expectations for significant growth in EV market share by 2035, despite current market share declines and environmental challenges.
General Motors Shares Hit All-Time High Amid Strong Growth
- Strong Profit Growth: General Motors (GM) achieved double-digit profit growth despite challenges from tariffs and EV restructuring, leading to an all-time high in stock price and solidifying its position as the top auto brand in the U.S.
- Increased Shareholder Returns: The company announced a 20% increase in its quarterly dividend to $0.18 and a $6 billion stock buyback plan, measures that have bolstered investor confidence and led analysts to reiterate their Buy ratings on the stock.
- Optimistic Future Outlook: Despite a 5% decline in total revenue, GM expects EBIT margins of 8-10% and free cash flow between $9 billion and $11 billion for FY25, demonstrating resilience and profitability in its core operations.
- Ongoing Technology Investments: GM is ramping up investments in electric vehicles and robotics to enhance manufacturing quality and reduce costs, with CEO Mary Barra stating that the company will continue to execute cost-reduction plans to ensure future profitability.
