Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We reduced the public equity holdings in the second quarter given the increased risk of inflation due to the new trade policies.
I think there -- for Q1, there was a lot of pre-tariff imports coming in.
The incremental 5% doesn't present that much of an upward correction given what the number could have been as of the first of August.
Uncertainty surrounding trade negotiations had a significant transitory impact on the global NGL market during the quarter.
As we assessed our Q2 results... we believe it was impacted in part by U.S. tariff turmoil.
Input costs and tariff discussions remain important watch items and dynamics differ across verticals and geographies, but demand has remained resilient.
customer demand pressures in the second half of June, stemming from tariff uncertainty
Tariffs are ticking up a little bit.
we expect to incur $10 million to $12 million in tariffs per quarter.
Life Sciences customers face heightened uncertainty related to the tariffs.