A large shadow was cast over the Q1 2025 earnings season by President Trump’s Liberation Day tariff bombshells and his administration’s subsequent trade discussions. Investors and traders alike waited with bated breath to see quite what the impact would be on both earnings guidance and companies’ capex plans.In this episode of the Beyond Markets podcast, Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, talks to Bernadette Anderko about his key takeaways from the earnings releases on both sides of the Atlantic. They discuss which sectors fared better than others, the impact of the tariffs, how to navigate the current market conditions, and much more.00:32   Introduction01:02   US Q1 earnings releases       01:58   Europe’s earnings season02:48   Share price reactions03:32   What happened to guidance?04:42   Tariff impact on capex05:26   What about hyperscalers?06:31   Sell in May …08:17   Navigating recession risk09:34   Summary and conclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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What we learnt from an unusual Q1 earnings season

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