Trump Abandons EU Tariffs, Signaling Resurgence of 'TACO Trade'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: Benzinga
- Tariff Policy Shift: Trump announced he will not impose a 10% tariff on the EU after a productive meeting with NATO Secretary General Rutte, indicating improved relations that are expected to boost transatlantic trade growth.
- Futures Rise: Following this news, S&P 500 futures rose 0.30% to 6,931.00 points, while Nasdaq futures increased by 0.43% to 25,579.00 points, reflecting market optimism about future economic prospects.
- Asian Market Surge: Japan's Nikkei 225 index surged 1.20% to 53,409.16 points, benefiting from strong performances of stocks with European market exposure, showcasing a positive global market reaction to U.S. policy changes.
- Economic Data Focus: Investors are looking forward to upcoming economic reports, including GDP and initial jobless claims, which are expected to significantly impact market sentiment.
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Analyst Views on COF
Wall Street analysts forecast COF stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 180.390
Low
256.00
Averages
280.42
High
310.00
Current: 180.390
Low
256.00
Averages
280.42
High
310.00
About COF
Capital One Financial Corporation is a diversified financial services holding company with banking and non-banking subsidiaries. The Company offers a broad spectrum of financial products and services to consumers, small businesses and commercial clients through a variety of channels. It operates through three segments: Credit Card, Consumer Banking and Commercial Banking. The Credit Card segment consists of its domestic consumer and small business card lending, and international card businesses in the United Kingdom and Canada. The Consumer Banking segment consists of its deposit gathering and lending activities for consumers and small businesses, and national auto lending. The Commercial Banking segment consists of its lending, deposit gathering, capital markets and treasury management services to commercial real estate and commercial and industrial customers. Its principal operating subsidiary is Capital One, National Association, which offers banking products and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- CD Advantages: Currently, Bread Financial and LendingClub offer a 4% annual percentage yield, while other 1-year CDs under BTIG's coverage yield less than 4%, with CDs providing the advantage of locking in rates, although early withdrawals may incur penalties.
See More
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- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide valuable insights for investors, helping to assess market trends and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the underlying holdings of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs helps identify those experiencing significant inflows or outflows, providing timely insights into market dynamics and potential impacts on individual stocks.
See More
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- CrowdStrike's Strong Quarter: Despite a nearly 10% drop in stock price, CrowdStrike reported a full-year guidance of 27.7% growth in net new annual recurring revenue, a 5.2 percentage point increase over prior guidance, indicating robust performance in the market, although the market reaction was tepid.
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- Historical Performance: COF's 52-week low is $174.98 per share, with a high of $259.635, and the last trade was at $177.62, indicating that the stock is hovering at lower levels, potentially attracting value investors' interest.
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See More
