How do we think about the new tariff levels following the recent China-US trade deal?

If you believe you got it right and all changes are clear after the Geneva agreement – well, the best advice is probably to ’think again’.

That was one immediate reaction after listening to the remarks of FedEx’s top executives at the Bank of America Industrials, Transportation & Airlines Key Leaders Conference in New York at the start of the week.

Lots going on

Transport equity analyst Ken Hoexter* had ...

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