Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the idea that tariffs are causing an increase in inventory costs probably has a lesser impact.
Significant uncertainty exists today regarding the manner in which changes in trade and tariff policies may ultimately impact international markets.
Clearly, we've seen elevated and ongoing market volatility due to lack of clarity around the tariffs and general economic uncertainty.
Engineered products and specifically vehicle services, are the most exposed to tariffs of Chinese imported subcomponents, in our case, structural steel.
We do not anticipate a material impact to our business arising from the current tariff measures, announced so far as our suppliers, customers, and end consumers are all typically regional in nature.
Recent disruption from tariffs has weighed on expectations for global economic growth, as it has on business and consumer sentiment.
Insofar as tariffs are concerned, we continue to address these with the same levers we have spoken about previously. Cost-sharing with vendors, sourcing optimization, and price adjustments.
Recent policy shifts and ongoing talks about potential tariffs have created significant short-term volatility, and that uncertainty is at this point weighing on global GDP growth expectations.
If fully enacted, the tariff structure as most recently publicized will lead to higher equipment costs.
we don't believe tariffs are really going to be a big impact on us from a financial standpoint, it's an opportunity to slow down deals.