, Columnist
This Market Slide Won’t End Until Companies Come Clean
Few firms have spelled out their exposure to Trump’s tariffs. Now is the time for clear, public disclosure.
Listen up.
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CEOs shouldn’t feel good about their ability to withstand Donald Trump’s trade war.
After the US president slapped punitive import rates on trading partners around the world, shares in companies making products in Asia and selling to US consumers have sunk as investors struggled to quantify their ramifications. Given that company forecasts are now in tatters, what’s needed from here on are clear, public disclosures of the impact of tariffs on sales and profit. That might just put a floor under stock prices.