Why Companies Are Quietly Laughing Off Tariffs—And What That Means for Your Portfolio
Overall, it seems fair to say one result of the recent tariffs is that they have added new complexity quarterly earnings communications. Think of it as a symptom of a fundamental challenge companies are widely acknowledging: Forecasts have become harder to make and even harder to trust. What was once a bedrock of transparency and accountability in corporate governance has turned into a gamble in the context of a shifting policy landscape.
In other words, shrug emoji.
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