So companies are essentially eating these tariffs because they can’t pass the cost onto the consumer anymore. They are tapped out. Can’t wait to see earnings next quarter

I read about this yesterday.

So companies are essentially eating these tariffs because they can’t pass the cost onto the consumer anymore.

They are tapped out.

Can’t wait to see earnings next quarter 💀 https://t.co/Vi0ML0ILAZ

— QE Infinity (@StealthQE4) May 16, 2025

Downward earnings revisions suggest that the #Fed should be cutting #rates.
h/t @thedailyshot pic.twitter.com/oNAcrnnpov

— Lance Roberts (@LanceRoberts) May 16, 2025