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Global companies have projected more than $35 billion in costs from President Donald Trump’s tariffs heading into third-quarter earnings, but many are revising earlier estimates downward as new trade deals with the EU and Japan ease exposure. Automakers and consumer goods firms remain the most heavily affected.
Key Takeaways
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Tariff exposure easing: Many firms are lowering earlier cost projections following trade agreements that reduced tariff rates.
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Sector impact diverges: Consumer brands and automakers continue to absorb the largest tariff-related burdens, with companies like Ford, Toyota, and Nike reporting billions in hits.
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Outlook stabilizing: Business leaders say clearer tariff policies now allow long-term planning and modest optimism as U.S. manufacturing investments expand.
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