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![paulcerro Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2886933432.png) Paul Cerro [@paulcerro](/creator/twitter/paulcerro) on x 10.9K followers
Created: 2025-07-23 11:46:01 UTC

For the market, it's good that we're getting definitive tariff rates

Bad news is that now we know what the definitive rates are (ex China/EU)

Hard to not imagine that modeling out tariff impacts on actuals vs hypotheticals don't affect earnings for Q4

Just look at $GM


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947986555609506196/c:line.svg)

**Related Topics**
[$gm](/topic/$gm)
[rates](/topic/rates)
[tariffs](/topic/tariffs)
[definitive](/topic/definitive)

[Post Link](https://x.com/paulcerro/status/1947986555609506196)