Tariffs, recession fears cast pall over US media earnings

Resist the urge to buy the dip in stocks because recession risk is still being ignored, research firm says

Adam Gray/Getty ImagesThe macro strategist Daniel von Ahlen advises against buying stocks due to the risk of a recession.Investors underestimate the risks of tariffs, spending cuts, and other Trump policies, he says.Von Ahlen suggests investors focus on defensive sectors and inflation-protected Treasurys.Daniel von Ahlen, a senior macro strategist at GlobalData TS Lombard, says now is not the time to buy the broad decline in stocks.The S&P 500 i…

Netflix Set To Kick Off Earnings Season Well Positioned As Wall Street Weighs Recession Risk

Netflix unveils its first-quarter results Thursday afternoon. The report will kick off a rather momentous earnings season for media amid churning stock markets and recession jitters prompted by the Trump administration’s global tariffs. Traditionally the company that fires the starting gun for entertainment and tech numbers every three months, Netflix may be a calming place […]

Wall Street downbeat on Hollywood over tariffs, recession fears

A downturn would hit an industry dependent on discretionary spending, squeezing TV advertising sales and theme park attendance

Volatility Bites: Why Hollywood Is Terrified of Tariffs

With entertainment companies  struggling to stay in the black amidst Trumpian chaos, a recession could be an extinction-level event.

Tariffs, recession fears cast pall over US media earnings

By Dawn Chmielewski and Harshita Mary Varghese

The streaming video giant is considered to be well positioned to survive the turbulence on the financial markets, as the direct impact of tariffs is limited and the emerging advertising business ensures sustained growth. Furthermore, Netflix's subscriptions are seen as one of the last things consumers will cancel in a recession, suggesting a high degree of resilience, even if economic conditions deteriorate.