Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Our main concern with tariffs is not product cost inflation, Our main concern is the negative impact that tariff noise and volatility is clearly having on end consumer confidence and sentiment.
About 3/4 of our supply chain purchases are insulated from tariffs.
the evolving tariff environment and associated concerns in the market around potential demand impacts will likely weigh on the market to some degree.
the main driver of expansion over the coming quarters will be the outcome of inflation, tariffs and changes in interest rates.
We applaud recent steps to help level the playing field for American steel producers.
Given tariff and trade negotiations, it's worth mentioning that we are particularly well-positioned to complete our sustainability growth investments at targeted capital investment levels because we've been deliberate in procuring the equipment needed for these projects ahead of time.
The preliminary all others rate is set to increase from 14% to over 34%, more than double the current rates once finalized.
We have looked at the exposure and I think we would look at industries like manufacturing, transportation and warehousing and hospitality being potentially the most impacted from these current actions.
Tariffs have not... it's really just made it difficult for them to make decisions.
Although the direct impact of current and anticipated 90-day tariffs on our model is minimal, we are more concerned about the impact of tariffs on the end market demand.