Trump plans to raise tariffs to 15%, trade-sensitive stocks plummet, retail and industrial sectors lead the decline.

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US retail and industrial stocks fell on Monday after President Trump announced he would raise the US global tariff rate to 15%.

According to media reports, a basket of stocks with high global trade exposure compiled by UBS once dropped 4.1%, marking the largest intraday decline since November 6. The biggest losers included Gap, which dropped 9.1%, American Eagle down 8.7%, and Wayfair down 9.2%.

Last Friday, after the US Supreme Court rejected Trump's sweeping global tariff policy, this basket of stocks had risen 1.3%. Just hours after the ruling, Trump initially imposed a 10% global tariff on foreign goods, attempting to maintain tariff measures he insisted were vital to the economy and national security.

On Monday, the S&P 500 index fell 1.16%, and the Nasdaq 100 index dropped 1.32%. In the apparel and sportswear sector, Nike fell 4.9%, Victoria's Secret dropped 8.6%, Abercrombie fell 6.8%, Lululemon declined 4.9%, and Under Armour lost 6.9%.

Among home decoration, laminate flooring and furniture retailers, besides Wayfair, RH dropped 7.2%, Floor & Decor Holdings fell 4.3%.

In industrials and auto sectors, for industrial companies heavily impacted by tariffs, Stanley Black & Decker fell 4.9%, CNH Industrial dropped 2.5%.

Although Trump imposed tariffs on automobiles based on a law not reviewed by the Supreme Court this time, and the new round of tariffs has not directly affected the auto industry yet, relevant rulings and new tariff measures may trigger chain reactions for auto parts suppliers.

On Monday, among automakers, General Motors dropped 3.6%, Ford fell 3%, Stellantis declined nearly 2%. For auto parts companies: Sonic Auto fell 6.8%, Aptiv dropped 3.9%, Group 1 Auto declined 3.6%, Asbury Auto decreased 3.6%.

In the precious metals sector, due to rising market concerns over US trade policy uncertainty and a weaker dollar, gold and silver prices surged. COMEX gold futures rose 3%, New York gold posted a daily gain of 3.0%, quoted at $5,233.9 per ounce.

For related stocks, Silvercorp Metals rose 6.3%, Equinox Gold gained 4.9%, Agnico Eagle Mines increased 4.6%, Barrick rose 4.2%, Kinross gained 4%.

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