Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Markets may take some time to sort out saber rattling around trade and tariffs, but BlackRock and our clients see growth and opportunity.
We support the administration's willingness to look at barriers to fair trade in the United States. Though there are certainly risks associated with such significant actions.
While tariff announcements and subsequent market volatility have disrupted near-term deal activity, our pipelines have not meaningfully changed since the beginning of the year and remain robust.
As new car prices go up, that will put a bigger spread between late-model used and new cars.
the guidance that we provided does include the impact for all tariffs announced by the U.S. government on April 2nd and by the Canadian government on March 4th.
This new international trade landscape creates additional complexities and will potentially bring cost pressures.
we expect gross margins to be down approximately 200 basis points versus last year... as well as a preliminary estimate for the anticipated costs related to recently announced tariffs.
Given broad economic uncertainty around global trade, growth has largely stalled.
The administration's position on tariffs and the actions announced last week have added to this uncertain environment.
we believe these cost savings will largely offset the financial impact of any potential tariffs for the remainder of this fiscal year.