The Evolving Tariff Landscape: Impact on the Economy and Businesses

A 50-page research note on the current US tariffs and their impact on the economy and companies, with a zoom-in on industrials.

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This document represents the May 2025 Research Note "The evolving tariff landscape: Impact on the economy and businesses" and is part of IoT Analytics' ongoing coverage of technology and adjacent developments. The document includes information on the tariffs applicable for US imports as of May 14, 2025, impacted product categories, key business areas impacted by US tariffs, and business sentiment. It also discusses the effect on the economy and the actions companies are taking based on Q2 corporate earnings calls.

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The main purpose of this document is to help our readers understand how the new US tariffs are impacting the economy and businesses.

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Questions answered:

• What tariffs are in place for US imports?
• What is the impact of tariffs on the global economy?
• What is the "tariff sentiment" among companies?
• What decisions are companies announcing as a result of the change in tariffs?
• What key operational changes have companies announced because of tariffs?