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Earnings and Tariff Impacts

Picture of David Hagee Executive Vice President, Chief Investment Officer David Hagee Executive Vice President, Chief Investment Officer : April 18, 2025

Earnings and Tariff Impacts

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

 

 

 

Read the podcast transcript

 

 

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