What companies do they say about the impact of MAGA policy

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Meta and Facebook Mark Zuckerberg, Lauren Sanchez, Amazon Sanchez, Google CEO SANCHAR and TESLAM and TESLA and TESLA and TESLA and TESLAM and TESLAM and TESLAM and TESLA and TESLAM and TESLAM and TESLAM and TESLAM and TESAZA participate in the US president in the United States as US President , DC, 20 January 2025.

Saul Loeb | Through Reuters

Particle Merts-ToledoEarlier this month, the call to earn a barrier from the leaders to the leaders: Tariffs.

The Ohio-based manufacturer of industrial scales and laboratory equipment has opened the call by violating the expected impact of the president in advance Donald Trumps Again, the developing trade policy. However, the inquiries of analysts, who were constantly looking for more information about potential tariffs during the transition to the question and answer section, were always.

“Uncertainty remains among our major markets and the global economy,” he said, on February 7, the Finance President said. “Geopolitical tensions remain high and enter the potential of new tariffs we have not testified to our leadership.”

Mettler-Toledo’s experience was unique. The largest American companies remains under water with a survey of Trump’s or Trump’s promises in issues of international trade, immigration and diversity of Trump.

A CNBC analysis earns numerous key topics connected to Trump’s policy S & P 500– lists in a growing clip. Take “Tariff”. In the new year, several weeks, the frequency of the word and earnings have reached the highest level since 2020 – the last year of Trump’s first period.

On top of that, new abbreviations and phrases such as “American Gulf” or “DoGe” were found ways because the community means how to return Trump for them for them.

Interestingly, Trump itself did not come across these calls. Many of the word “Trump”, reviewed by CNBC, were named Fel with the president, but called the verb.

File File: On March 8, 2020, Merumbia is a logo outside of a device occupied by Mettler Toledo in Maryland.

Kristoffer Tripplaar | SIPA USA | Trip

Again, a research of call transcripts, the Keywords related to Trump’s policy shows that the keywords have become commonplace. More than 75% of 2025 season, more than 75%, comments give an early view of how these companies look into the new office.

Tariffs

One of the most talked policies is Trump’s tariff plans. The president briefly implemented – and then postponed – 25% tax on import from Mexico and Canada to the United States. Also, 10% punched China with 10% Levy and Aluminum and steel tariffs were applied. Then, discussed a plan on Thursday Apply rugging tariffs On the basis of the country-country in other trading partners.

Given the uncertainty, surprise tariffs are a hot topic. The topic emerged in 2025 by the S & P 500, more than 190 rich in 190, and the highest share in the age of ten years.

Frequency was chosen for the last year, because Trump’s return to the White House has been announced. In 2024, in 2024, the uniform in the fourth quarter in 2024, the market research service took place due to a CNBC analysis of CNBC data.

“Learning the tariffs, it was at the top of our work list,” he said Marathon oil Energy company CEO Maryann Mannen on February 4th February.

Several companies have the function of potential impacts from the leadership of these roads, which lead the leadership of these roads, the leadership of these roads. Others are not just sure: at Martin Marietta MaterialsCFO James Nickolas can take advantage of tariffs, or a stroke of tariffs because the result of the supplier’s profit.

While Inyl They did not calculate how these import taxes could affect future performance Camden Property confidence CEO Richard Campo shows that a company’s analysis will increase costs for materials from Canada and Mexico such as lumber and electrical boxes of proposed tariffs. These comments support the idea that Trump’s tariffs can manage consumer prices and fan inflation.

Aaron Jagdfeld, CEO, Generac

Scott Mlyn | CNBC

Zebra technologies CFO Nathan Winters said the price increase could help reduce profit pressure. Manufacturer of car parts BugIn addition, CFO CRAQ HARON reduces the demand for another year in certain markets related to potential titles of these payments.

CiscoR. Scott Herren agreed with other managers who described the tariff situation as a “dynamic” in the call of a network building producer. Again, CFO said the company’s Trump said that the trump’s tariff variation will increase and the expenditures of increased expenditures.

“We planned several scenarios and the steps we can take, in fact, depending on the entry.”

Immigration

Meanwhile, the topic of the immigration, reached the highest share of calls since 2017.

Trump promised mass Documentary immigrants in the office for the second term. Because to reach immigration, it was the main component of Trump’s political messaging because he was partially fled “Build the wall” between the United States and Mexico for the first period. Critics claim to be their plans Shock the labor market and may result higher inflation.

Immigration notes inclined to point to a new management period, showing CNBC data. However, the second term of the presidency of Joe Biden, Joe Biden and Barack Obama’s second term in the lifting of the issue in the US enterprises, Barrak Obama exceeded the second period of Obama.

Some companies have grouped immigration with tariffs as an extensive unexpected driver within the economy. Nicholas Pinchuk, Tool Master General Manager BrayingHe explained the anecdotes of a strong demand for their customers for repair services, but they are still stressed by red flags in the economic background.

“Techs are in good condition. But the macro around them do not make immune to uncertainty: continued wars, immigration disputes, stretching inflation,” Pinchuk said. “Although the election is a rear mirror and the new team is aimed at expanding more work, new initiatives have a rapid fire. … It is difficult not to be uncertain.”

Firms in various sectors mean what the changes in the American population almost mean. AT & T, Verizon and T-Mobile All questions about the slowdown of immigration to certain phone plans. Michael Manelis, Operations Chief Housing Manager Capital accommodationIn response to an immigration-related study, the tenants responded to an investigation in their rentals in their rentals.

Real estate developer in the Southern California Market Prologue CEO Hamid Moghadam, deportations can reduce the pool of employees, and in turn, he said that the employment expenses in the region. Los Angeles Society can increase the expected price pressure for reconstruction after last month wild.

Workers of Tyson foods

Greg Smith | Corbis Saba | Getty pictures

Other businesses insisted on deportations, all employees of employees would not have established labor shortages for their operations. Such a company, chicken manufacturer Tyson foodsHe said that there are no factories visited by US immigration and customs execution or not seeing any reduction in employee participation.

“We are confident that we will be able to continue our work successfully,” said CEO Donnie King on February 3.

Doge and the Gulf

Trump’s return to the office of the office, the topics that win a new actuality began to appear.

Doge – Abbreviation for the New Government Efficiency Department Tesla CEO Elon musk – Members of more than 15 calls on Friday morning. This department warned the Wall Street to be in a chopping block by scattering contracts between Wall Street Investors and Federal Institutions.

RailwayMine, which has retirement records from the government, collapsed as an example of inefficiency by musk during a visit to the Oval office. But surprisingly, CEO Bill Meedey said that the regulation is possible actually benefits Other parts of his job.

“As the government continues to be more efficient, we see this as a continuous opportunity for the company,” he said.

One person, on February 3, 2018, Pennsylvania, USA, USA, Boyers, Pennsylvania in the United States, Pennsylvania and the United States in the USA Information Facilities. the federal government.

Stephanie Strasbourg | Bloomberg | Getty pictures

Executors PalatitarianA defensive technology company The best performer Last year, S & P is also hopeful within 500. Technology Head Schyam Sankar described the business with the government and the government with the government and “surgery” and “valuable” and hopes that the DoGE engineers will be “for a change”.

“I think that the DOG will bring the government to the government, and this is our commercial business,” said the company’s call for February 3. “The trading market is meritocratic and transparent, and you see the results of these surroundings. And this is the basis of our optimism.”

Another government noted some concerns between software and called the “Holy Cows of the Deep State” during the call.

In another place, the American Gulf, Trump’s name was known as the Gulf of Mexico after changing his name. Bar Used the American Monkerie Gulf many times Rich in gains and analysts last month. But Exxon MobileHe was chosen on the same day, calling the same day and referring to a water body like the Gulf of Mexico.

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