Navigating the Stock Market When Earnings Reports Offer Unclear Guidance

WSJ Your Money Briefing

The Wall Street Journal

News, Business News

3.8 • 1.6K Ratings

🗓️ 14 May 2025

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trade wars between the Trump administration and other countries have made for uncertainty in the markets, with company earnings reports offering conflicting guidance. WSJ Heard on the Street columnist Jon Sindreu joins host Derricke Dennis to discuss. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:33.2	Here's your money briefing for Wednesday, May 14th. I'm Derek Dennis for the Wall Street Journal.
0:44.3	Uncertainty over the up and down trade wars between the U.S. and other countries
0:49.3	has left analysts and investors in limbo.
0:52.3	Some companies are optimistic while others are anticipating a possible recession.
0:58.0	We saw, for example, Volkswagen announced guidance for 2025 that assumed that there were no extra tariffs,
1:05.0	which is probably wrong too.
1:07.0	If you assume that all of what's been announced will stay, you're probably wrong.
1:11.2	If you assume that none of it is going to stay, you're probably wrong, too.
1:15.0	We talk with Wall Street Journal, heard on the street columnist John Sindra, about where investors can turn,
1:21.2	when earnings reports don't offer the best guidance.
1:24.2	That's after the break.
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1:59.0	Confusion around tariffs, conflicting profit outlooks from corporate giants, and the looming threat of a recession, all have investors wondering what to do.
2:08.3	Wall Street Journal heard on the street columnist John Sindrew joins me.
2:12.6	And John, I really want to start with the recent headline about the U.S. and China, agreeing to rollback tariff increases
2:18.7	to promote more balanced trade between the two countries. What do you think this means for
2:23.6	company profit outlooks? It's hard to know because the guidance that we're getting from companies
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