Inflation and tariffs might scare shoppers. Have they scared CEOs?
Portfolio Pulse from
Major tech and retail companies like Adobe and Oracle are set to report earnings, with market attention centered on how inflation, tariffs, and potential consumer spending pullback might impact corporate performance. Executives seem more concerned about trade barriers than a potential recession, signaling cautious but not panicked business sentiment.
March 18, 2025 | 11:30 am
News sentiment analysis
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NEUTRAL IMPACT
Adobe's upcoming earnings report will provide insights into how tech companies are navigating current economic challenges, particularly around consumer and enterprise spending.
Adobe's earnings will be crucial in understanding tech sector health, potential impact of tariffs and inflation on digital services and software spending.
CONFIDENCE 70
IMPORTANCE 75
RELEVANCE 80
NEUTRAL IMPACT
Oracle's report will offer a window into enterprise technology spending and how businesses are managing costs amid economic uncertainties.
Oracle's performance will indicate enterprise tech sector resilience, potential budget constraints due to tariffs and inflation.
CONFIDENCE 70
IMPORTANCE 75
RELEVANCE 80