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135 days

First-quarter earnings will be all about tariffs and the economic outlook. But are forecasts worth anything? - MarketWatch

1. President Trump announced new tariffs impacting global trade and economic forecasts. 2. Delta has cut its first-quarter profit outlook, citing macro uncertainty. 3. Analysts predict recession risk if tariffs remain long-term, affecting consumer and corporate behavior. 4. Investors are concerned about rising costs and corporate profit forecasts amid economic slowdown. 5. Delta's earnings report this week is expected to reveal extensive damage from tariffs.

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FAQ

Why Bearish?

New tariffs lead to increased costs and lower consumer confidence, adversely impacting profits. Historical examples include previous tariff announcements leading to stock sell-offs in impacted sectors.

How important is it?

The article highlights significant new tariffs and economic uncertainties impacting DAL directly, indicating a strong likelihood of negative effects on stock price and investor sentiment.

Why Short Term?

Immediate earnings reports will reflect current effects of the tariffs, affecting short-term investor sentiment and stock prices. A historical context indicates that tariff announcements often have instantaneous negative market reactions.

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