According to @KobeissiLetter, the introduction of 25% tariffs on cars not manufactured in the US will increase the average price of these vehicles by up to $12,500. This policy, termed 'Liberation Day' by President Trump, aims to bolster domestic manufacturing but has led to a downturn in US automaker stocks as traders anticipate potential disruptions in supply chains and increased costs for consumers.

According to The Kobeissi Letter, new tariffs will affect both cars and car parts imported into the US. This policy implies that simply assembling vehicles in the US is insufficient; the parts must also be manufactured domestically to be considered tariff-free. This is crucial for trading strategies in the automotive sector, as it may affect the cost structure and pricing of imported vehicles and parts (source: The Kobeissi Letter).