What to Watch For This Earnings Season As Trumpâs Tariffs Come Into Play
EARLY DROP!!! We know tariffs and markets are on your mind so we're dropping this episode ahead of time to give you even more time to plot out how to take on your week!
On WSJâs Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried get right into President Trumpâs unveiling of his latest tariff policies. Then, they discuss the upcoming first quarter earnings results season. They talk about why theyâre curious regarding what Delta Air Lines and used-car retailer CarMax have to say when the companies report earnings later this coming week.
Later on the show, Telis and Miriam dive deeper into corporate earnings season with Christine Short, head of research of Wall Street Horizon, which is part of the financial services company TMX Group. They talk about what Trumpâs trade war means for automotive companies, including General Motors and Ford, and what forward-looking guidance from companies like Dollar Tree, Southwest Airlines, Walmart and others could offer as a clue into how the corporate world is dealing with tariffs.
This is WSJâs Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Streetâs banking and money columnist, cut through the noise and dive into markets, the economy and financeâthe big trades, key players and business news ahead.
Have an idea for a future guest or episode? How can we better help you take on the week? Weâd love to hear from you. Email the show at takeontheweek@wsj.com.
To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com.
Further Reading
To read more from our co-hosts, catch up on Wall Street Facing Toughest Test in Years and Banks Donât Pay Tariffs, but Tariffs Will Cost Them.
What to Know About Trumpâs Latest Tariffs
A Market-Rattling Attempt to Make the American Economy Trump Always Wanted
For more coverage of the markets and your investments, head to WSJ.com, WSJâs Heard on The Street Column, and WSJâs Live Markets blog.