logo
RBC's Calvasina Says Too Early to Dismiss Tariff Hit to Earnings

RBC's Calvasina Says Too Early to Dismiss Tariff Hit to Earnings

Bloomberg6 days ago
The US reporting season is off to a strong start, but it would be premature to write off the impact of tariffs on inflation and corporate earnings, according to RBC Capital Markets strategists.
The team led by Lori Calvasina said early trends suggest US companies have been resilient to the trade war so far. However, a slate of executives have warned that the effects will become clearer in the second half of the year, they said.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

First Merchants Second Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag
First Merchants Second Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag

Yahoo

time9 minutes ago

  • Yahoo

First Merchants Second Quarter 2025 Earnings: EPS Beats Expectations, Revenues Lag

First Merchants (NASDAQ:FRME) Second Quarter 2025 Results Key Financial Results Revenue: US$158.7m (up 17% from 2Q 2024). Net income: US$56.4m (up 43% from 2Q 2024). Profit margin: 36% (up from 29% in 2Q 2024). The increase in margin was driven by higher revenue. EPS: US$0.98 (up from US$0.68 in 2Q 2024). AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. All figures shown in the chart above are for the trailing 12 month (TTM) period First Merchants EPS Beats Expectations, Revenues Fall Short Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 3.7%. Looking ahead, revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Banks industry in the US. Performance of the American Banks industry. The company's shares are down 6.8% from a week ago. Risk Analysis Before we wrap up, we've discovered 1 warning sign for First Merchants that you should be aware of. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Ocugen Second Quarter 2025 Earnings: Beats Expectations
Ocugen Second Quarter 2025 Earnings: Beats Expectations

Yahoo

time9 minutes ago

  • Yahoo

Ocugen Second Quarter 2025 Earnings: Beats Expectations

Ocugen (NASDAQ:OCGN) Second Quarter 2025 Results Key Financial Results Revenue: US$1.37m (up 20% from 2Q 2024). Net loss: US$14.7m (loss narrowed by 3.5% from 2Q 2024). US$0.05 loss per share (improved from US$0.059 loss in 2Q 2024). This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. All figures shown in the chart above are for the trailing 12 month (TTM) period Ocugen Revenues and Earnings Beat Expectations Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 12%. Looking ahead, revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Performance of the American Biotechs industry. The company's shares are down 8.8% from a week ago. Risk Analysis It's necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with Ocugen (at least 1 which is a bit concerning), and understanding them should be part of your investment process. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati

Mismatched financial expectations? How to cope in a relationship where one partner out-earns the other
Mismatched financial expectations? How to cope in a relationship where one partner out-earns the other

Yahoo

time9 minutes ago

  • Yahoo

Mismatched financial expectations? How to cope in a relationship where one partner out-earns the other

For some, the road to marriage can look financially lopsided. Those in their 30s earning their fair share — say, more than $100,000 a year — may be used to covering 100% of their individual household expenses. However, it doesn't typically feel good when a fiancé refuses to contribute, claiming their money is only for 'fun,' not 'responsibilities.' This is particularly troubling given cost of living increases and how those are reflected in the cost of non-negotiable spending. According to Statistics Canada, the average household spent about $76,750 annually on expenses in 2023, including housing, transportation and food, the three largest categories. In a two-person household, those costs can quickly add up. And when only one person is footing the bill, the financial and emotional burden becomes even heavier. Don't Miss Want an extra $1,300,000 when you retire? Dave Ramsey says this 7-step plan 'works every single time' to kill debt, get rich — and 'anyone' can do it The Canadian economy is showing signs of softening amid Trump's tariffs — protect your wallet with these 5 essential money moves (most of which you can complete in just minutes) I'm almost 50 and don't have enough retirement savings. What should I do? Don't panic. Here are 6 solid ways you can catch up The red flags of an unequal dynamic While differences in income are normal, refusing to contribute entirely can trigger long-term problems. When one partner sacrifices and handles 100% of the financial responsibilities, their personal finances may suffer down the road, while the other partner gains. This creates several challenges: Budget strain: Even with a six-figure salary, carrying the full weight of household costs limits your ability to save, invest or spend on yourself. Lifestyle imbalance and negative emotions: When one person is financially constrained while the other uses their full income for leisure, it can foster resentment. Power imbalance: Financial inequality can also seep into decision-making. The partner who pays for everything may feel overburdened and unheard, while the non-contributing partner may avoid accountability. Future financial insecurity: Without shared financial planning, big goals — from buying a home to starting a family — may be delayed or derailed entirely. It's about more than just paying the bills: Aligning your values, goals and decisions is important in a successful relationship. How to address it before saying 'I do' Before walking down the aisle, a couple in this situation needs to have a candid conversation in a productive, structured way. If you see yourself as the "giving" half of your relationship, here are a few practical steps to take to hopefully see change. 1. Have a values-based conversation Frame the conversation not as a confrontation, but as a shared planning session for your future. You can try something like: 'I want us to feel like we're building something together. Can we talk about how we want to manage money as a team?' Focus on shared goals, like housing, travel, kids and retirement, and how to achieve them together. Read more: 'You're going to live on beans and rice': This senior told Dave Ramsey she has debt and zero savings — 2. Consider financial counseling If emotions are running high, a third party can help. Premarital or financial counselling can uncover deeper money beliefs and create shared understanding. Resources, like the Canadian Association for Financial Empowerment, can help you locate professionals near you. You can also seek help from a financial advisor, who can look at you and your partner's financial health and find ways to be more reasonable with your money, like finding ways to save for the future, while also finding avenues for realistic, personal indulgences. 3. Propose a fair cost-sharing model A practical approach is using a cost-sharing model like a proportional contribution one. Under this, you'd figure out the proportion of total household income you each bring in. This system keeps contributions equitable while acknowledging income disparities. For example, say you earn 70% of your combined income and your partner earns 30%. You'd each contribute these proportions toward shared costs. So, if those costs are $65,000 annually, you'd pay $45,500 per year, while your partner would pay $19,500 per year. You can also look into a budgeting app, which can help bolster more thoughtful money management and create an actionable and trackable plan moving forward. 4. Set boundaries and deadlines If your partner continues to resist contributing, it's worth asking yourself if this is a difference in values or a refusal to partner in life. Marriage is a financial partnership as much as an emotional one. Put yourself first by setting a deadline to revisit the conversation and being honest with yourself about your limits. What To Read Next Here's how to retire in 10 short years no matter where you live in Canada — even if you're starting with $0 savings Here are 5 expenses that Canadians (almost) always overpay for — and very quickly regret. How many are hurting you? Are you rich enough to join the top 1%? Here's the net worth you need to rank among Canada's wealthiest — plus a few strategies to build that first-class portfolio Pet owners, here's how you can get up to 90% cashback on expensive emergency veterinary bills — and you can even get a free quote in 30 seconds 1. Statistics Canada: Survey of Household Spending, 2023 (May 21, 2025) This article provides information only and should not be construed as advice. It is provided without warranty of any kind.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store