Christian Mueller-Glissmann, asset allocation research head at Goldman Sachs, discusses markets in the lead up to the July 9 deadline to negotiate trade deals with the US. "I think there's been a bit too much relaxation," Mueller-Glissmann tells Bloomberg Television. He adds the impact of the tariffs story could start showing up in a material way on earnings as early as July. "If you start to see breadth in the impact in terms of guidance from tariffs, I think the market is not priced for that."
The coming July could provide the first clear indication of how Tariffs policy changes have directly impacted industry earnings, according to Goldman Sachs' latest report on macroeconomic trends.
Goldman's report on the potential impact of tariffs to earnings in July offers a crucial insight into how trade tensions could manifest as declines or outlier gains for specific sectors, affecting capital markets sentiment and shifting investment strategies accordingly.
The July financial reports from various corporations should offer a clear indication of how Tariff impacts are impacting earnings, as predicted by Goldman's statement Tariffs Impact on Earnings Could Show in七月.
The potential implementation of new tariffs and their subsequent impact on corporate earnings will likely become more apparent in July, according to Goldman Sachs' analysis.
