The Damage is Already Done

What we are talking about is the damage that the Tariff issue is doing to the production chain.

Producers are seeing inventories backup and to date are eating the costs while they hope for a resolution.

Bottom line, when a Resolution is announced, it will be too late to help earnings.

The Fracture line in the meantime is stagnating after the little turn up last week.

Leave a Reply

Your email address will not be published. Required fields are marked *

ten + one =