JPMorgan analyst's ‘redacted' report spells out fear of Trump [Fortune]
Target Corporation (TGT)
Last target corporation earnings: 3/3 06:30 am
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Source: Fortune
On Monday, before Donald Trump pivoted on tariffs, Michael Cembalest ended a 45-minute client presentation about the levies with a caveat. After calling the president's plan a “sledgehammer, brute force” approach, the JPMorgan analyst said he withheld certain material with his firm and colleagues in mind. His remarks built on a report from last week in which he voluntarily blacked out several passages. He titled it Redacted: Straight talk from the CEO front lines on Liberation Day , invoking Trump's branding for the day the tariffs were announced. “This is the first time I've ever had to do a call where I had to think about the things that I was saying, not just in terms of how they reflect our views on markets and economics,” Cembalest said in his presentation, adding that he had never before taken such considerations into account in a career spanning more than 30 years. “People are being held accountable for their views and the things that they say in ways that they probably
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TGT
Earnings
- 11/19/25 - Beat
TGT
Sec Filings
- 11/26/25 - Form 10-Q
- 11/19/25 - Form 8-K
- 11/4/25 - Form 4
- TGT's page on the SEC website