Overall U.S. bank commentary reflects a marked downshift from the largely upbeat tone executives expressed at the start of the year, with tariffs and heightened uncertainty clearly weighing on sentiment and business activity.
Amid Widespread VUCA, Survey Finds Investors Grappling with Tariff Impact and Timing, Suggesting Continued Choppiness and Potential Perception vs. Company Reality Misalignment Ahead
During our webinar The Big So What® – Q1’25 Earnings Season our Founder & CEO, Rebecca Corbin provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as share actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.
Access webinar replay and materials: The Big So What® – Q1’25 Earnings Season, presented by Corbin Advisors Founder and CEO Rebecca Corbin
Survey Finds Largest Pullback in Investor Sentiment in a Decade
amid Radical Uncertainty
As we do every quarter, we analyzed the earnings communication trends of off-cycle companies reporting over the past month to identify important themes and precedence. These companies span market cap sizes and sectors.
In the interim, companies should expect order books to slow and decision-making hesitancy to rise. Countries will respond with tariffs of their own, engage in dialogue with the Trump Administration, and jockey for position.
The DEI landscape brings both risk and opportunity. Now is the time to take stock: reassess what’s working and authentic to your business, what’s performative, and what’s legally vulnerable.
Zack has been a team member at Corbin Advisors since 2022
As trade policy uncertainty continues to dominate headlines, the frequency and intensity of analyst inquiries regarding tariffs is increasing. All public companies, regardless of size, should anticipate more direct questions about tariffs at upcoming industry conferences, investor meetings, and earnings.
Leverage the experience and expertise of our team
Access insights in our regularly published research, which captures trends in institutional investor sentiment globally
A strategic consultancy accelerating value realization globally