By Sayanii Ghosh, David Gaffen, Arpan Varghese
San Francisco / Bengaluru (Reuters)
Companies, including the United States, Asia and Europe, Apple, Ford, Porsche and Sony, attracted profit forecasts or excessively, made it impossible to accurately assess the wrong essence of Trump’s trade policy. Reuters came together for the first time to bring together public statements, regulatory documents, conference and media call transcripts, a moment of tariff price for global businesses.
33 billion dollars, S & P 500, 32 companies, Japan’s Nikkei 225 Indexes are the sum of 32 companies in Europe’s STOXX 600 and 21 companies. Economists say the costs of the enterprises will be often announced so far.
“You can double or increase you three times … We’d say … The greatness is obliged to be larger than the implementation of most people,” said Jeffrey Sonnenfeld, Professor at Yale Management School.
Ripple effects may be worse, referring to the potential of consumers and enterprises, more than higher inflation expectations.
Sino-US trading military operations have been reduced to the last break, and Trump has been reduced from tariff threats against Europe, and it is not clear how final trade deals will look. The US Trade Court was blocked to take effect on Trump’s tariffs on Wednesday. In this environment, strategists will look to strengthen the supply chains of companies, increase coastal efforts and prioritize new markets.
Companies themselves are uncertain about their final value. As soon as the corporate earnings season, at least 42 companies cut the forecasts of the reuters found and stopped 16 leaders. For example, at the beginning of this month, Walmart refused to provide a quarterly profit forecast, and the prices will be raised, he said he would rebuke the Trump. One of Volvo cars, one of the most widely affected European cars in US tariffs, the next two years and United Airlines gave two different predictions that could not predict the macro environment this year.
Trump claims that the tariffs will transfer the operations to the country to the country, to report the transactions to the country and return home. Tariffs will also force countries to suspend illegal immigrants and drugs to countries, including Mexico.
“Management consistently protects that the United States allows our trading partners to take into account the price of tariffs,” said White House Spukenton Kush Desai.
Tariff conversation
At the Earnings Conference, January-March, 360 companies, 72%, S & P 500 index, 150 companies or 30%, noted tariffs to 30% in the previous quarter. Compared to 161 in the previous quarter, 219 companies in 219 companies on tariffs shown in Stoxx 600. In Japan, Nikkei 225, this number was 58, above 12.
“I do not think that corporations have many terrible vision about something in the future,” he said. Referring to the withdrawal of the perceived forecasts, “This is safer to fail, if you take into account this indefinite world and can not turn anyone to a number.”
According to information compared to the LSEG, the Wall Street, S & P 500, according to the data compared to the rate of April 500, compared to the growth rate of April-500, compared to the growth rate of December, is waiting for the net profit for companies compared to the growth rate.
Airlines, airline and consumer goods importers have been among the worst hits. Raw materials and parts, including aluminum and electronics, and the tariffs on numerous countries are collecting cars that are more expensive in cars due to remote supply chains. Any extraction of any extraction will increase the expenses to the United States.
Kleenex Toxue Maker Kimberly Clark, whisked the annual earnings forecast last month, and tariffs will spend about $ 300 million this year as the tariff supply chain spends the costs of the supply. A few days later, the company will invest more than five years to expand production power in the United States, said that Reuters will expand a number. Companies, including Apple and Eli Lilly, announced an investment in the United States this year.
Johnnie Walker Whiskey and Don Julio Tequila Maker Diageo will cost $ 500 million in this month, and by 2028 to 2028, 10% tariffs are expected to be a $ 150 million hit each year.
“Tariffs can eliminate the price of a beautiful night – or even a comfortable night,” Said Zak Stambor, analytical with eMarkerer.
(San-Francisoda Sayannanni Ghosh, West, Divid Goffen’s Raila Varghes in New York; Sinapore;
