WSJ's Take On the Week
What to Watch For This Earnings Season As Trump’s Tariffs Come Into Play
Apr 5, 2025
Christine Short, Head of Research at Wall Street Horizon, shares valuable insights on corporate earnings and market trends. She reveals the impact of President Trump's new tariffs on automotive giants like General Motors and Ford. The discussion dives into how companies like Delta Air Lines and CarMax may reflect changing consumer sentiments and market conditions. Short provides forecasts for major retailers, highlighting adaptation strategies amidst rising costs and growing uncertainties as the earnings season approaches.
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Quick takeaways
- The recent implementation of higher tariffs, including a 10% on imports and 25% on foreign-made cars, has led to heightened market volatility and consumer price concerns.
- As the first quarter earnings season approaches, companies like Delta Air Lines and CarMax are under scrutiny for how they will address tariff impacts in their financial reports.
Deep dives
Recent Tariff Developments
Significant recent developments in tariffs have stirred dramatic reactions in financial markets, reflecting the broader implications for various sectors. A new policy implements a 10% tariff on all imports, alongside heightened rates for countries deemed as bad actors, indicating a more aggressive stance than previously expected. In addition, a 25% duty has been established for all foreign-made cars, further influencing market dynamics. The unpredictability of these changes has created a tense atmosphere among traders and businesses, prompting discussions about potential negotiations that individual countries might pursue with the U.S. to address these tariffs.
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