Trade wars – let's swallow another pill
Yesterday’s reaction was powerful…
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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