Why Companies Are Quietly Laughing Off Tariffs—And What That Means for Your Portfolio
Earlier this month, we told you about some of the perplexed responses in companies’ disclosures regarding the federal government’s tariff policy. Weeks later, issuers continue to express their befuddlement over the impact of U.S. trade policy on their forecasts. It’s hard to think of a time when the shrug emoji has felt more apt for quarterly earnings calls.
Just as tariff policy is contributing to hesitation in business decision making, it’s also giving companies pause in offering earnings guidance for 2025. In response to evolving trade dynamics and mounting uncertainty around U.S. tariffs, several public companies are either pulling back their projections or significantly qualifying them. Their hesitance to forecast their performance is quickly transforming a once-crucial aspect of investor relations into more of an afterthought.
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