Tariff Talk Revisited: April Sees a -12% Return Gap

In April there was a -12% share price return gap between companies that mentioned tariffs the most vs none in their earnings call transcripts (image).

A month ago we posted March's results, when the gap was narrower at -7.5%: https://lnkd.in/g6iY4YRr

A new type of news is moving markets. Having the right analytics makes all the difference.