- Earnings season gets going in earnest this week, giving investors a fuller picture of how tariffs are impacting the bottom line—and specifically how much of the cost is being eaten by companies and how much is being passed on to consumers. So far, tariffs have yet to fuel a surge in inflation, but their effects are expected to show up more later this year.
Earnings for the second quarter will heat up this week, with more at stake than usual as they represent a fuller picture on how tariffs are actually affecting businesses and consumers.
