Longer term, if the issues are not resolved, then for companies who are majority exports to the US there could be some issues. So, some adjustment of valuations are happening because of a potential threat, although small, at some stage.
Global Market: US weekly jobless claims drop more than expected
US unemployment claims saw a sharper-than-expected drop last week, signaling continued labor market strength. Despite this positive sign, a rise in continuing claims suggests employers
June 26, 2026