Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Given the decline in interest rates and obviously the weakening of the dollar, we also saw flows going into emerging markets and new inflows into emerging markets.
If the tariff is going to be as high as they say on the handsets, we are not planning to cover that in our work.
the majority of what we sell in the US is sourced and made locally here in the US...our combined exposure to three specific countries, China, Mexico and Canada, was just less or around 10% of our total cost of goods.
The newly announced 145% tariff on products from China, along with the 10% reciprocal tariffs on import from other countries is expected to have minimal impact on our microinverters and accessories.
We are clearly in a period of significant economic and market volatility, principally from uncertainty around tariffs and their impact on U.S. inflation and interest rates.
Ultimate tariff impacts are impossible to predict at this point.
As tariffs impact the cost of inventory, precise inventory management and handling of inventory to optimally satisfy end customers is more important than ever.
We're also actively mitigating near-term tariffs.
Tariffs are not new for East West or our customers. We have been taking tariffs into consideration since 2017.
Based on what is currently implemented, we believe we can largely offset the impact from these tariffs through a combination of supply chain adjustments, surcharges, manufacturing footprint changes and other cost actions.