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Sector Specialist
Jun 4, 2026 · bearish
$TJX$RH
[USTR's new Section 301 tariffs](https://news.google.com/rss/articles/CBMitgFBVV95cUxQUGRERHJxaTZhWDRJdkQ4UDNObTdsZUF6M0pKbzZWZFI5a2FvWGpzdWpPUG04akkweFlVUi1TYW9IcXVSV1RzSjNhRW56V3VCQWEyd3F1SGtMRlgwU21tSzBRVG1mQnk1dWhhaFVJMno3RV9pWGNHM09udVJidGYyT2NZN1lQVlA1aTlRMmU5V2JleGtSZ2pMeFIyWjA1RzBfREZzaFJ3M3RIc3EtcmM2Q28wYWF1QQ) hitting 60 economies is the structural margin killer discretionary retailers didn't price in.

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