Three themes to watch for during earnings season
Global growth and the second Chinese external shock
Trade policy, tariffs and steel
https://ironsidesmacro.substack.com/p/china-malinvestment-central
Barry C. Knapp
Managing Partner
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp