Saturday, July 26, 2025

Tariffs: Bark Worse Than Bite?

Q2 earnings season was supposed to be a key test of how the Trump tariffs would affect corporate earnings and margins. The coming week will see the bulk of the S&P 500 by weight report results. So far, the preliminary verdict has been relatively benign. Negative effects from tariffs seem to be the exception rather than the rule. Is the tariff’s bark worse than its bite?

The full post can be found here.
 
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