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

WSJ What’s News

The Wall Street Journal

News, Daily News

4 • 4K Ratings

🗓️ 6 April 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Hello Blue Skies.
0:04.0	Hello moving onwards and upwards.
0:06.8	Say hello to taking control of your money with the UK's number one investment and savings platform.
0:12.6	Open your account today at HL.co.uk.
0:16.1	Hargreaves Lansdown. Hello Life.
0:19.4	Invest, save, retire. To verify claim, see hl.com.uk
0:26.3	forward slash platform. You may get back less than you invest.
0:31.9	Hey, What's News listeners. It's Sunday, April 6th. I'm Alex O'Sull for the Wall Street Journal.
0:39.1	This is What's News Sunday,
0:43.3	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.
0:47.8	This week, we're bringing you an episode of our sister podcast, WSJ's Take On the Week,
0:52.8	where co-hosts and WSJ reporters Tellis Demos and
0:55.8	Miriam Gottfried, look at the role of the latest tariffs in the coming earnings season.
1:01.8	There was only one word that seemed to matter to the markets this week, tariffs.
1:06.6	But how much will President Trump's new tariffs impact corporate earnings and how are companies
1:11.1	planning their futures around them?
1:13.3	WSJ's Take on the Week podcast spoke with Christine Short, head of research of Wall Street Horizon,
1:18.7	which is part of the Financial Services Company, TMX Group.
1:22.1	They discuss what tariffs will mean for companies and consumers.
1:28.6	Hey, everyone.
1:29.6	I'm Tellis Demos.
1:30.6	I write for the Wall Street Journal's
	...

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