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You are currently viewing Will Trump’s Tariffs Spoil Earnings Season?

General Motors is the latest company to record a hit from the president’s trade war. But so far, investors remain upbeat.

Mary Barra, the C.E.O. of General Motors, in April. She is expected to face tough questions about tariffs on Tuesday.Shannon Finney/Getty Images for Semafor

Andrew here. We’ve got a provocative idea to chew on: Should directors of public companies be licensed? That’s a concept being explored in our new feature, “Hot Take,” involving Jonathan Foster, a former managing director at Lazard. I’m curious what you think.

Meantime, we’re taking a look at the earnings reports streaming in; Polymarket’s plan to make betting available in the United States, and your thoughts on the Coldplay kiss-cam episode I wrote about on Monday.

C.E.O.s in the spotlight

Wall Street had set a pretty low bar for this earnings season. Fears that President Trump’s trade

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