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Earnings and Tariff Impacts
Manage episode 478523869 series 2867272
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In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by KC Mathews, Chief Market Strategist, and Don McArthur, Director of Equity Research, to discuss corporate earnings and how tariffs may impact markets and the economy:
- How anticipated corporate earnings growth in 2025 has changed
- How the fluid tariff situation affects economic growth, inflation, and the U.S. dollar
- Our perspective on the interest rate environment
- Asset allocation and investment positioning amid market uncertainty
Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts
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