U.S. tug-of-war: earnings vs. tariffs

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Market take

BlackRock

116 episodes

1 week ago

From the BlackRock Investment Institute, Market take is a quick, weekly digest on what's driving markets. The podcast series provides investing insights and analysis across asset classes, investment strategies and borders – all to help our clients and portfolio managers navigate financial markets.

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U.S. tug-of-war: earnings vs. tariffs

Market take

3 minutes 49 seconds

3 months ago

U.S. tug-of-war: earnings vs. tariffs

U.S. corporate strength could cushion the blow from tariffs – yet questions remain about who will pay for tariffs and what sectors will feel them most. Nicholas Fawcett, Senior Portfolio Strategist at the BlackRock Investment Institute, unpacks why corporate earnings have been resilient despite tariffs – and why it’s important to get granular as tariff impacts become clearer.