American Axle & Manufacturing (AXL) Q2 2025 Earnings Call August 08, 2025 10:00 AM ET Speaker0Good morning. My name is Betsy, and I will be your conference facilitator today. At this time, I would like to welcome everyone to the American Axle and Manufacturing Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer period.As a reminder, today's call is being recorded. I wo ...

Are upbeat about the current situation in the economy, but our new All-American survey shows that not everyone is upbeat about the future. Our Steve Liesman joins us with that story. Steve.>> Thank you. Leslie upbeat views on the stock market and steady wage expectations look to be supporting an improvement in how Americans assess the current state of the economy. But the outlook remains kind of dour, perhaps in part because of negative attitudes toward several Trump administration policies, especially tari ...

CleanSpark, a US-listed mining company, disclosed that some of its Bitcoin mining machines imported between April and June 2024 were identified by the US Customs and Border Protection (CBP) as originating in China, potentially facing punitive tariffs of up to $185 million. https://t.co/Y41VqKUBRk ...

Canada is working to reset its ties with Mexico as Donald Trump threatens his neighbors with punishing US tariffs ahead of a planned review of the North American free-trade pact https://t.co/e8dub9zRMR ...

Companies have announced more than $200 billion in US industrial takeovers this year, even as they warn tariffs are weighing on their customers' ability to make investments https://t.co/TNFmP2uQU4 ...

Geopolitical and Tariff Variables Impacting markets - Bloomberg Surveillance https://t.co/po1SjYVZZ1 ...

With over 80% of the S&P 500 market cap announcing second quarter earnings, there's one word that CEOs and analysts can't stop talking about. Tariffs. According to the latest Bloomberg analysis of earnings calls from Russell 3000 companies, tariffs were mentioned nearly 4500 times.That's a massive surge from last year when none were being added. Associated with that, materials cost talked about 30% more frequently. And guess what's taken a backseat.mentions of inflation sinking nearly 30% and diversity arou ...

President Donald Trump has double leveies on India to 50% to punish it for buying Russian oil. But unlike India, China, the biggest purchaser of energy from Russia, has been able to escape harsh secondary sanctions so far. It all comes down to the leverage China has and India does it.For one, Beijing dominates production of rare earth magnets which are used in everything from EVs to missiles. The threat of China slowing the pace of exports of critical minerals to a trickle like it did early in the year may ...

With over 80% of the S&P 500 market cap announcing second quarter earnings. There's one word that CEOs and analysts can't stop talking about. Tariffs.According to the latest Bloomberg analysis of earnings calls from Russell, 3000 companies tiers were mentioned nearly 4500 times. That's a massive surge from last year when none were being added Associated with that material's costs talked about 30% more frequently. And guess what's taking a backseat.Mentions of inflation thinking nearly 30% and diversity arou ...

Let's take us through the trade for Brazil. What What exactly is happening in your mind and can it be investable. I think that the coffee trade is more emblematic of of an attempt to use tariffs as a one-sizefits-all foreign policy tool.And and I think that's probably ultimately not successful. I I think the Brazilian coffee trade is is an important trade. We we import almost 31% of our coffee in the United States from Brazil.It's a big deal. Uh what's interesting is that the Brazilian realale and Brazilian ...