Tariffs: The Silent Economic Shaker-Upper
Update: 2025-10-05
Description
Are Trump-era tariffs the market's silent threat? While a government shutdown grabs headlines, this episode reveals how tariffs are quietly squeezing corporate profits, especially in the auto industry. Ford and Union Pacific CEOs are raising alarms about billions in costs and softening demand, hinting at potential earnings surprises by 2026. Is the market overlooking these growing headwinds?
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