Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we have also built into this gross margin guidance a 50 basis point impact of inflationary pressures from tariffs in the supply chain.
the ongoing tariff issues having minimal impact.
most of our customers across the spectrum are wondering what the sort of economic backdrop for the rest of this year will be, wondering, what the tariff picture when it settles if it settles will look like and what the implications would be.
We have revised these estimates based on the current U.S. pronouncements and have incorporated estimates for China's retaliatory tariffs.
Based upon what we know today if tariffs are extended more broadly to pharmaceutical products, we believe the impact to FILSPARI would not be material.
the best breakdown we've seen around potential data center construction impacts is in the range of 3% to 7% of total build cost, assuming a range of 10% to 20% cumulative tariffs.
Biogen currently does not expect a material impact in 2025 from potential tariffs as announced by the U.S. administration on April 2, 2025.
The shift in U.S. trade policy has further weighed on consumer and business confidence and is likely to impact economic growth over the foreseeable future.
Our costs are likely to be higher. I agree with that. Particularly auto repair and replacement costs are likely to increase.
We recognize that economic uncertainty is impacting the market from various fronts, persistently high interest rates, tariffs and trade wars...