Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the combined impact of tariffs and other potential federal government actions has increased economic uncertainty.
the tariff deals kind of shook everybody up a little bit.
Much attention is focused on US trade policy; uncertainty is also arising around other topics such as taxes, geopolitics, interest rates, deficits, and deregulation.
some of what we finance gets imported and decisions to defer.
Based on our top-down view of our industry concentrations, we believe this direct exposure will prove to be limited.
it is too early to assess the full impact tariffs will ultimately have on loan demand.
we have been actively analyzing our exposure to consumer and wholesale clients that we believe will be most impacted by tariffs, potential reductions in government spending and more severe economic scenarios.
We saw our two highest trading days ever, the Friday before the pausing of the tariffs and then the day that we paused tariffs.
Uncertainty around tariffs and their potential impact on economic growth and inflation has dramatically impacted investor sentiment.
I think it's too early to tell. Again, I think, you know, as we scale our business and we continue to build relationships, I think it's going to give us the ability to either hold pricing or see limited impacts to tariffs.