Kayla Lopez

speaker
738 appearances 6 recordings 1 series first heard Jul 2026 last heard 3d ago

Kayla Lopez’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
4 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 4.

Appearances

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So, as you mentioned, while these big companies have uh reported almost $10 billion in funds, only about $2 billion has actually
actually hit their bank accounts.
Now, if it were me and I just saw two billion dollars hit my bank account, first of all, you'd never see me again.
I'd be off on some private beach somewhere.
But for many of these companies, the the refunds are just a drop in the bucket on the impact that tariffs have had on their business.
For example, Caterpillar is expecting nearly $400 million in tariff recoveries this quarter, but is still expecting over $2 billion in tariffs for the year.
So the formal impact is it's still a little too early to tell.
Yes, so there are some companies, specifically shipping companies like FedEx and UPS, that did pass through taxes and duties directly to consumers.
And there's actually line items as you're paying for your your mail to be shipped to you that says taxes and duties.
So that exact amount paid by customers is clear.
And uh FedEx actually said it plans to start refunding about eight hundred million dollars to shippers starting this month.
Where it's less cut and dry, customers obviously, as you mentioned, will not be receiving direct refunds.
Uh, Costco, for example, has said it plans to refund customers, quote, in some form, while companies like Amazon are stating that they're going to pass refunds through to customers just through lower prices, not necessarily through direct rebates.
I checked my bank account and unfortunately, I did not receive any rebates.
So who knows?
Yeah.
Maybe there's a few extra dollars.
Waiting for me in the future.
Yes, so I'm actually gonna start with the dog of the week first, and that is the stock market.
That's because more and more investors are taking money they used to allocate to the stock market and they're putting it into sports betting.
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