Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
market participants look to hedge exposures to tariff policies and geopolitical dynamics.
The combination of tariffs, uncertainty over global capital flows and disagreement between the administration of the Federal Reserve on monetary policy has contributed to increased market volatility.
We are currently paying the 10% tariff on those components... but we should recover tariff costs for those aircraft that are subsequently exported.
our exposure is relatively limited and I would say minimal.
To the extent that there are some impacts of these tariffs, is there some pressure to some of our general managers that, they have to work with customers, to find a way to pass that on?
Inflation, tariff concerns, and broader uncertainty, including the potential for a recession, are creating additional pressure on both our direct-to-consumer and retail partner channels.
There's been so much uncertainty and so much volatility just within the economy in general, but that's translated itself to demand as well week-to-week.
We had some really good days in our precious and non-precious metals business because of the fear of tariffs which came to be.
Despite these headwinds, it's worth highlighting that our first quarter's pace was still solidly ahead of our pre-COVID historic average.
we forecast an approximate $200 million impact in 2025.