Brian Jacobsen and Andrew Wells break down the latest trade news. “If we look at our successes to date, the market’s probably getting pretty comfortable” about potential deals, says Andrew. Brian focuses on major U.S. trading partners and thinks we can model what trade agreements might look like for them. “We’re going to be hearing from companies about what things might look like” in this latest earnings season, after months of hedging, he adds.
The Watch List
09 Jul 2025
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