Company Margin
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Goldman's Waldron on how tariffs are impacting the economy
Bloomberg Televisionยท 2025-11-22 19:00
You can see the uncertainty in the economy. You can see the uncertainty among companies navigating it better and worse depending on their positioning. If you look at earnings, you know, certain companies have much more impact, other companies less so. Certain companies have an ability to pass it on, other companies less so.>> We believe that much of the absorption of tariffs has actually been in the value chain in the company margin and hasn't been passed on. So, we would tend to expect more inflation on th ...