Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
While we expect limited direct impact on the product tanker market, the full implications remain difficult to predict at this stage.
We believe inflationary pressures will have the highest impact on certain long tail casualty classes, which are already under reserving pressure.
President Trump's aggressive tariff negotiations and policy shift since taking office have raised uncertainty in traditional forecasting models.
Our fiscal 2026 outlook of $9.90 to $10.15 includes $30 million of tariff costs.
Despite heightened market uncertainty driven by tariffs, policy shifts and regulatory changes, we remain confident in our ability to achieve our outlook for the year.
the hardware is scheduled for shipping from Southeast Asia and is scheduled to land well within the 90-day tariff pause for reciprocal duties. So that's a bit of a win.
We expect the incremental cost of the tariffs to be approximately $8 million and the impact to the second half of fiscal '26.
We feel comfortable with our prudent outlook.
We’ve seen that with regard to general merchandise in particular, where they are more exposed to those kinds of supply chains abroad.
the ongoing discussion around tariffs and the fragmentation of traditional trade models are creating opportunities for both emerging markets and for dLocal.