‘Tariff’ Mentions Spike 132% in Earnings Calls. ‘Uncertainty’ Pops, Too. - Barron's

1. Goldman Sachs scaled back U.S. growth expectations to 0.5% from over 2%. 2. CEO David Solomon noted rising recession risks amid tariff uncertainties. 3. Uncertainty affects consumer spending, prompting businesses to delay investments. 4. Companies struggle to make projections, altering the way they communicate guidance. 5. Tariff-related challenges heighten among businesses, impacting overall economic confidence.