Bloomberg Talks The CEO Radar: Behind the Tariff Headlines (Sponsored Content)
May 4, 2025
In this discussion, Rich Lesser, Global Chair at BCG, shares his expertise on the stark contrast between CEO and analyst perspectives on US tariffs. They explore how global tariffs present unique challenges for CEOs, particularly in Europe and the U.S., and how geopolitical uncertainties are reshaping business strategies. The conversation also touches on the importance of adapting to the circular economy and the bureaucratic hurdles that come with it, highlighting the need for innovation amid shifting market dynamics.
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Analysts Outpaced CEOs on Tariffs
- Analysts mentioned tariffs 62% more than CEOs in Q1 2025, signaling market anticipation.
- CEOs likely underestimated tariff impacts and avoided public comments to not alarm markets.
Regional Tariff Responses Vary
- Asian CEOs mentioned tariffs least despite supply chain exposure, possibly due to political optimism.
- European CEOs showed intermediate awareness, often advancing localization strategies preemptively.
Uncertainty Hinders Investment
- High uncertainty stalls investments and decisions, with CEOs cautious about where to invest.
- Competitive advantage arises post-clarity when companies better manage tariff impacts.