As earnings season approaches, companies are grappling with the impact of new tariffs implemented during Trump's administration. The tariffs complicate previously stabilized cost structures for numerous industries, leading to a familiar vocabulary of uncertainty. Companies will use phrases like "disciplined pricing" and "wait-and-see approach" to indicate their careful navigation of rising costs and changing market conditions, often showcasing a lack of definitive responses to the challenges posed by these tariffs.
We don't have a perfect strategy but we're not panicking.
They're cautious, possibly hesitant, and trying to avoid overcorrecting in a volatile environment.
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