During the 2Q earnings reporting season companies are being be asked about the impact of tariffs on their supply chains. We’re tracking comments using the S&P Global Market Intelligence platform in our regularly updated report. Our review of over 190 companies’ comments shows 47% of companies have seen higher costs including more than 60% of autos, healthcare, specialty capital goods and consumer goods firms. Corporate reactions have centered on price increases with 47% of companies either having already implemented them or planning to. That rises to 82% of capital goods conglomerates an...
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