Revenue growth & operating leverage, industrials, monetary policy and the tariff shock
Joe, Becky, Andrew and I discussing the outlook before the Fed meeting on Wednesday. The discussion summarizes themes discussed in my recent notes.
Barry C. Knapp
Managing Partner
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp