Tariff Quote Watch: Altra Industrial, Haldex cut China exposure as tariff worries wane February 20, 2020 Corporate preoccupations with trade policy have declined in conference calls regarding the Q4 results season. That’s come in the face of the phase 1 U.S.-China trade deal and increasing preoccupations with COVID-19 coronavirus. Panjiva’s analysis of 4,451 conference calls since Jan. 1 shows 21... Read more →
Tariff Quote Watch: Terex Handles China Duties, Brexit a Bigger Challenge February 26, 2019 Terex reported a decline in 4Q operating profit margins to 3.8% from 5.3% as a result of higher costs “driven by higher steel prices and tariffs” according to CEO John Garrison. The materials handling equipment producer has dealt with tariffs by having “reset prices” as well as “transitioning ... Read more →
10 Most Read Panjiva Research Reports in November 2018 December 3, 2018 The ramifications of the trade war between China and the U.S. were front-of-mind for our readers in November. The most-read research focused on the $2.18 billion drag on U.S. exports to China suffered in September as a result of retaliatory tariffs. Corporate reactions in the form of exemption... Read more →
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