Tariffs Impact on Earnings Could Show in July: Goldman

EmileSci/Tech2025-07-081840

Christian Mueller-Glissmann, asset allocation research head at Goldman Sachs, discusses markets in the lead up to the July 9 deadline to negotiate trade deals with the US. "I think there's been a bit too much relaxation," Mueller-Glissmann tells Bloomberg Television. He adds the impact of the tariffs story could start showing up in a material way on earnings as early as July. "If you start to see breadth in the impact in terms of guidance from tariffs, I think the market is not priced for that."

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