Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
US tariff policy has heavily influenced sentiment on the global economy in recent weeks, but the facts are that copper demand remains strong globally.
Historically, when the industry has seen tariffs, they've been good for the industry, they've been good for LKQ Corporation.
We must acknowledge the costs imposed by current tariffs... Ultimately, tariffs translate into higher consumer prices. Potential job losses as we adjust to absorb increased costs, and reduced profits for our shareholders.
The proposed tariff would impact approximately $10 million of Visteon products imported from Mexico into the US on a weekly basis.
We've yet to see any real impact on credit related to the tariff announcements but as you can imagine, we're spending a ton of time consulting with our clients on potential impacts and looking for potential vulnerabilities in our portfolio.
We are now forecasting only modest headwinds from net interest income and expense, and an effective tax rate roughly in line with the prior year. Combined, these below-the-line items are around a $0.04 headwind to core EPS.
We are closely monitoring consumer reaction to tariffs, trade policy, and broader concerns...
Discussions on tariffs and sanctions have certainly made it hard to see where the direction that's going.
Expectations are that new and used vehicle GPUs could remain elevated as inventories tighten from imposed tariffs.
We are closely monitoring how current trade dynamics are impacting the retail, and we are committed to helping our partners and customers successfully navigate challenging macro environments.