Tariff Quote Watch: Peak Tariff Worries May Have Passed for Industrial Supply Chains — Panjiva
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Tariff Quote Watch: Peak Tariff Worries May Have Passed for Industrial Supply Chains

Global 692 Industries 14 Tariff Quote Watch 89 Tariffs 1139

Around half of companies have now reported the 4Q earnings and held analyst conference calls. The proportion of firms mentioning tariffs as a topic since the start of 2019 has fallen to 16.4% compared to 20.8% in 4Q and 21.6% in 3Q. That may reflect the established nature of tariffs – despite uncertainties generated by the ongoing U.S.-China trade talks – and is prevalent across five of the six sectors tracked by Panjiva. The outlier was Healthcare where only 5.4% of firms mentioned tariffs. The biggest decline has been in Materials, where steel and aluminum duties have been in place sin...

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