Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We could face import tariff exposure on electronics and related components from China, Southeast Asia, and Israel...
the only way they really have to respond in the near to medium term is to push prices.
Ongoing trade negotiations will continue to create challenges for businesses and this has led to reduced consumer and business confidence.
we feel pretty well positioned for that, Andrew.
But feel very good about our supply chain today and about our labor force today, and we'll just take whatever comes out of the tariffs as it comes at us once it settles down.
Recent tariff actions and resulting volatility in the financial markets could manifest in changes to client confidence, affecting hiring, capital investment, and M&A.
the effects of the last quarter on the general populace with popped off by the tariffs were so pervasive that they outran our progress in those things.
While we expect some near-term volatility stemming from the changes in trade policy, we are well-positioned to effectively serve our customers and will benefit from a stronger economy in the long term.
I think small businesses might be the ones that would be impacted first.
Uncertainty is really mostly reflected in the perm numbers that we think are going to be a little bit softer.