Why Companies Are Quietly Laughing Off Tariffs—And What That Means for Your Portfolio
Ever find yourself staring at a quarterly earnings call wondering if you missed some secret handshake of clarity? Lately, the collective corporate mood seems to be one big cosmic shrug — picture that delivery guy shrugging in the photo above, as if to say, “Tariffs? Forecasts? Who knows anymore!” Honestly, these new U.S. tariff policies have tossed a wrench—or maybe a whole toolbox—into the finely tuned gears of business forecasting. Companies are pulling back or hedging their 2025 guidance with a level of uncertainty that’s downright contagious. So, what does a CFO’s crystal ball look like these days? Well, more like fogged glass mixed with a smidge of poker face.
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