6HΒ·

Equities | Duties & margin pressure

$GS (-1,13%) warns that the Q2 2025 figures will reveal the impact of US tariffs on companies' profit margins for the first time. Companies with low price leadership in particular could be forced to bear the higher costs themselves. $GIS (+1,77%) warned of higher costs and was punished on the market. $NKE (-2,14%) was able to calm the market by successfully passing on costs. Analysts expect earnings growth of only 2.6% for the S&P 500, a considerable decline. According to Estimates, only Communications and Info Tech are likely to increase their margins year-on-year. The 9 other sectors, especially Energy, are most likely to report margin declines.

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π–£π–Ύπ—Žπ—π—…π—‚π–Όπ—π–Ύ π–΅π–Ύπ—‹π—…π–Ίπ—‡π—€π—Œπ–Ίπ—†π—Žπ—‡π—€ π–½π–Ύπ—Œ π–¦π–Ύπ—π—‚π—‡π—‡π—π–Ίπ–Όπ—π—Œπ—π—Žπ—†π—Œ (π–Έπ—ˆπ–Έ 𝖀𝖯𝖲) 𝗂𝗆 𝖲&𝖯 500 𝖿ü𝗋 𝖰2

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