Reading tariff tea leaves in corporate earnings

Marketplace All-in-One

Marketplace

News, Business

4.8 • 1.3K Ratings

🗓️ 14 April 2025

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

It’s corporate earnings season once again, but market watchers may be looking for different indicators this time around as companies adjust to current and expected U.S. tariffs. We check in with economist Julia Coronado on what hints we may get about how firms are thinking about today’s economy. Plus, a look at how decades of changes to the U.S. social safety net have affected the economic well-being of older Americans.

Transcript

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1:01.1	It's the season when companies get more specific about how they'll navigate through these
1:05.8	tariffed times. I'm David Brancaccio in Los Angeles. During four concentrated periods a year, public corporations
1:13.6	tell the world how much money they made and give hints about the road ahead. And these quarterly
1:19.3	results tell us indirectly about layoffs, who gets raises, and this time around, who pays the
1:24.6	new import taxes at the border, the tariffs.
1:29.1	Economist Julia Coronado joins us now.
1:32.2	She's founder and president of macro policy perspectives.
1:32.7	Morning.
	...

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