Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Tariffs will have a negative impact to West Coast businesses and the local economies.
The April second tariff announcements represented just such a surprise. And in our view will lead to a meaningful stagflationary impact on the US, at least in the short run.
Since the recent tariff announcements, we have seen some tenants defer decision making amid increased economic uncertainty.
20% of our clients felt increased tariffs would have a meaningful impact on their respective businesses.
We are actively assessing the implication of tariffs across our business and have already begun mitigation efforts.
there's a lot of uncertainty around tariffs. That uncertainty creates opportunities for us.
We haven't seen a slowdown yet. We haven't seen any commentary from the marketplace and we haven't seen any pullback from any decisions in our portfolio yet.
According to our findings, F.N.B. remains well-positioned at this point with manageable exposure to the most heavily tariff impacted businesses and consumer portfolios.
It's a mathematical problem. It's not necessarily a deal killer.
we estimate the tariff impact in 2025 to be a few hundred million dollars.