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cover of episode The CEO Radar: Behind the Tariff Headlines (Sponsored Content)

The CEO Radar: Behind the Tariff Headlines (Sponsored Content)

2025/5/4
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
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Edward Adams
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Michael Brigl
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Rich Lesser
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Edward Adams: 一季度财报电话会议中，分析师提及关税的频率远高于CEO。这引发了对CEO们是否充分准备以及如何应对关税的讨论。 Rich Lesser: CEO们可能低估了关税的规模，并且出于谨慎，避免公开评论政府政策和应对措施。他们更倾向于直接与政府沟通。 Michael Brigl: 许多CEO已经为关税做好了准备，并制定了相应的本地化战略。不同地区CEO对关税的关注程度存在差异，这与各国政府与白宫的关系以及对关税影响的预期有关。亚洲CEO对关税的关注度相对较低，这可能是因为一些亚洲国家与美国政府保持了良好的关系，并对关税的影响抱有乐观态度。 Rich Lesser: 当前经济环境的不确定性增加了投资风险，导致投资行为谨慎。短期内，不确定性不会让任何人获益，反而会使事情停滞不前。长期来看，企业需要适应新的政治现实，并抓住技术带来的机遇，例如人工智能。 Michael Brigl: 欧洲CEO对关税的关注度较高，这促使他们重新思考商业模式和运营模式，并认识到完全全球化的供应链模式将不再适用。 Edward Adams: 分析师更关注成本问题，而CEO关注的较少，这可能与地区差异和竞争强度有关。亚洲CEO更关注成本，因为亚洲的成本竞争非常激烈。欧洲CEO对人工智能的讨论有所增加，但仍落后于北美和亚洲。

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Financial analysts were far more prepared than most CEOs for the US tariffs announced on April 2. Analysts, who serve as a proxy for the financial markets, anticipated tariffs would soon be an enormous issue, mentioning the topic 62% more often than did CEOs during Q1 earnings calls. That’s the conclusion of the second edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on almost 4,900 earnings calls worldwide in Q1 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Michael Brigl, Head of BCG’s Central European practice, to discuss how tariffs are likely to have a long-term effect on corporate operations.

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