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Tariffs are the talk of corporate America right now.
As updates on President Trump's tariff plans have prompted whipsaw action in markets over the past several days, mentions of tariffs on earnings calls have skyrocketed.
According to Bloomberg data, tariffs were mentioned 384 times on earnings conference calls over a three-month rolling period through March 5. In the past five years, no similar period has seen more than 100 mentions.
As seen in the chart below, sectors like Industrials (XLI)...
>>> Read more: Corporate America isn't talking about anything but tariffs right now
As updates on President Trump's tariff plans have prompted whipsaw action in markets over the past several days, mentions of tariffs on earnings calls have skyrocketed.
According to Bloomberg data, tariffs were mentioned 384 times on earnings conference calls over a three-month rolling period through March 5. In the past five years, no similar period has seen more than 100 mentions.
As seen in the chart below, sectors like Industrials (XLI)...
>>> Read more: Corporate America isn't talking about anything but tariffs right now
