It’s been another interesting season of listening to corporate earnings calls, and getting management’s take on their companies, industries and the world at large. What have we learned? Here are a few selected themes: Underlying demand in the U.S. is good. As hard as it is to generalize, things look pretty good for U.S. companies. […]
Tariffs
The Skinny on the Big, Fat Trade Dispute…
The current trade debate began back in January when the Trump administration, fed up with what it viewed as unfair trade practices, began threatening to levy tariffs against China. These threats became real in early July when U.S. slapped levies on $34 billion worth of Chinese goods. China responded by imposing tariffs on a similar […]
