What to Watch for This Earnings Season as Trump’s Tariffs Come Into Play

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WSJ What’s News

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2025-04-06

31 分钟
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President Trump’s latest tariff policy announcement has rocked companies, markets and investment portfolios. To get into what they mean for Americans from Main Street to Wall Street, What’s News brings you an episode of our sister podcast WSJ’s Take On the Week, where co-hosts Telis Demos and Miriam Gottfried discuss tariffs, Trump’s trade war and the upcoming first quarter earnings season. Christine Short, head of research of Wall Street Horizon, which is part of the financial services company TMX Group, discusses how companies are dealing with tariffs. You can also listen to this episode on WSJ’s Take On the Week. 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 Don’t Pay Tariffs, but Tariffs Will Cost Them. What to Know About Trump’s 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, WSJ’s Heard on The Street Column, and WSJ’s Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Hey, what's news listeners, it's Sunday, April 6th.

  • I'm Alex O'Sullivan for The Wall Street Journal.

  • This is What's News Sunday,

  • the show where we tackle the big questions about the biggest stories in the news by reaching out to our colleagues across the newsroom to help explain what's happening in our world.

  • This week, we're bringing you an episode of our sister podcast, WSJ's Take on the Week,

  • where co-hosts and WSJ reporters Telus Deimos and Miriam Gottfried look at the role of the latest tariffs in the coming earnings season.

  • There was only one word that seemed to matter to the markets this week, tariffs.

  • But how much will President Trump's new tariffs impact corporate earnings and how are companies planning their futures around them?

  • WSJ's Take on the Week podcast spoke with Christine Short,

  • head of research of Wall Street Horizon, which is part of the financial services company TMX Group.

  • They discuss what tariffs will mean for companies and consumers.

  • Hey, everyone, I'm Telus Deimos.

  • I write for The Wall Street Journal's Heard on the Street, and this is WSJ's Take on the Week,

  • the weekly podcast where we give you a leg up on the worlds of money and investing.

  • Each week, we bring you conversations with insiders and from inside The Wall Street Journal's newsroom about,

  • well, mostly about tariffs, frankly.

  • Frankly, frankly, we mostly talk about tariffs.

  • I will briefly reintroduce someone that everybody should be familiar with now, who is Miriam Gottfried,

  • who is on her last guest-hosting assignment before Gunjin Banerjee returns.

  • But first in our hearts still, Miriam, welcome again.