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Watch Trump's Mood With Mexico Tariffs Hanging Over Goods From Autos to Denim

Donald Trump exits Air Force One on June 5.

Donald Trump exits Air Force One on June 5.

Photographer: Charles McQuillan/Getty Images

As we go into the weekend with the specter of a trade war with Mexico looming large, the main theme is uncertainty.

Among U.S. equities, the automotive sector is the most at risk in the absence of a clear resolution to trade negotiations with Mexico. Retail, transportation, materials and industrial companies are also vulnerable.