Justin Ho

Nate Tobik, CEO of Complete Bank Data, says that can also help the banks that lend to the sector.

But Tobik says there are plenty of companies that are being harmed by this war, either because they're directly exposed to the conflict or because they're just less confident.

Stephen Bigger, a bank analyst with Argus Research, says banks could see revenue slow in the near future because many companies might hold off on mergers and acquisitions or IPOs.

Banks are also concerned about the effect that the war is having on the U.S.

economy, says David Schiff with FTI Consulting.

If prices continue to stay high and inflation stays at an elevated level, particularly around fuel and energy costs, that starts to have a ripple effect across the consumers, which then has an impact on small businesses.

And Schiff says that means banks will start to worry about their borrowers.

And as a result?

On the one hand, you see credit underwriting standards tighten.

On the other, you see provisions start to increase for potential losses.

All of that, Schiff says, will limit how much the economy can grow.

Some of that is just businesses themselves not wanting to grow, and then it gets magnified as financial institutions pull back on credit lending.

So it really raises that specter the longer this goes on.

If the war does drag on, Schiff says we'll likely see evidence that banks are pulling back in the next two or three quarters.

I'm Justin Ho for Marketplace.

If you think back to what was happening a year ago, really remember then we had the wake of avian flu.

All of this conversation about inflation still involves prices going up just slower than they might otherwise be or had been.

There's little question that tomatoes is sort of a case study in the ongoing impact of the current administration's tariffs.

Tomatoes are labor-intensive.

They're very energy-intensive.