高盛：标普 500 褐皮书-2025 年第一季度电话会议的三个主题-关税、消费者与人工智能

6 May 2025 | 6:10PM EDT S&P 500 Beige Book 3 themes from 1Q 2025 conference calls: Tariffs, consumers, and AI Our quarterly S&P 500 Beige Book reviews conference call transcripts to gain a qualitative perspective on key issues facing company managements. This quarter, we highlight three themes from 1Q earnings calls: (1) managements discussed how the recent tariffs affect their businesses; (2) companies discussed the current state of the consumer; and (3) companies continued to discuss the impact of AI on t ...