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Margin For Error
If you're a corporate, the simplest way to "mitigate" tariffs is to raise prices to consumers.
That
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“Kostin suspects that might be a little too optimistic. ‘Q2 results so far reflect modest pressure from tariffs that should increase in coming quarters but does not appear to be reflected in analyst forecasts,’ he said.”
That “bottom-up consensus” looks a little too rosy to me as well. Those tariffs have to bite at some point.