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Big Take

Earnings Are In. Companies Can’t Hide From Tariffs Anymore

17 min1 maj 2025

One month after Trump’s “Liberation Day” tariffs, Q1 earnings reports for a range of US companies are in. 

On today’s episode, Bloomberg’s Shelly Banjo joins host Sarah Holder to talk through what those reports are revealing about companies’ reactions to Trump’s trade war. Are they pausing, pivoting or panicking?

Read more of Shelly Banjo’s work.

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