Fundamental Research Corp.’s Post

We counted the number of companies where analysts were asking about tariffs in the Q&A portions of earnings call transcripts. While these queries peaked with over 600 mentions in 2018, they've reappeared in nearly 100 calls recently, the most since the Trump term. Notably, companies being asked about Tariffs have lagged the S&P500 this year and seem to have fallen on a relative basis since the polls and betting sites have begun to assign a higher probability to a Harris/Walz victory. Interested in how transcript analysis can inform your investment strategy? Contact us at sales@trivariateresearch.com to learn more. #InvestmentResearch #TranscriptAnalysis #MarketAnalysis #InvestorInsights

No matter the outcome of the election, market movement is inevitable. One potential result could introduce 60% tariffs on all imports. To prepare, many companies may stock up on products before the year's end. If these tariffs are implemented, we could see price inflation as businesses cover the additional tax. Alternatively, if the election swings the other way, an overstock of products may occur, potentially leading to price deflation. Stay informed and ready for whichever scenario unfolds! #MarketMovement #Trade #SupplyChain #Imports #Tariffs

There is plenty of viewpoints on potential future US tariffs being shared on LinkedIn right now. There should be nuance to the discussion but just make sure the source isn’t just some talking head with grand ideas. A thorough argument should have data and sources to back up their statements. I suggest following along with Jason Miller for example. He makes his arguments using facts and data better than most on this platform. We need more of this.

People keep asking me what is going to happen with tariffs! Here’s a quick video on what we know and what you can do today to prepare! If you have any other insights please share them in the comments field. Let’s help each other during times of uncertainty. #trade #tariffs #logistics #cargotrans

When pricing gets political: Tariffs, inflation, and the real cost of everyday goods. Can businesses and consumers really afford it? At Pricemoov we help companies navigate complex pricing challenges, ensuring you protect your margins without passing unsustainable costs to customers. Let’s rethink pricing strategies for a more resilient future. #debate #Pricing #retail

Interesting perspective, Scott! While tariffs may not directly fuel net inflation, their ripple effects on trade, supply chains, and markets can't be ignored. For a comprehensive take on tariffs, stocks, and Bitcoin's rally near $100K, explore my latest article: https://lnkd.in/gM5UerJn Let’s unpack these economic shifts! 🌐📊 #Investing #MarketInsights #Tariffs #TuesdayTradeTalks

When challenges arise, resilience is key. Discover how tariffs impacted one small business owner's journey and why he's still casting his vote for Trump. Read the full story here: https://lnkd.in/eD2ZQr5U

In this episode of Money with Murphy, Kara Murphy dives into the evolving landscape of U.S. tariffs. From their historic use to Trump's 1.0 and proposed 2.0 plans, she explains their impact on industries, trade deficits, and inflation. Learn how these measures could shape consumer prices, business strategies, and even Federal Reserve decisions.

With election season in full swing, there are many economic topics in the spotlight. One of those topics is tariffs. Interestingly, it is one of the few places where President Biden and former President Trump agree. Both candidates support tariffs, and both would presumably increase tariffs when one of them wins the election in November. So, if tariffs are going to be around for many years to come, why – as an investor – should I pay attention? We hope that you find this quarter’s article as interesting as I did when writing it! We look forward to all feedback!   

The US 2024 election is approaching, and it's set to have a big impact worldwide. Will Biden or Trump come out on top, and what will this mean for the apparel industry?This insightful article discusses the specific implications on trade, tariffs manufacturing and more. https://hubs.la/Q02pxJcK0