
What Does It Mean?
Episode 37 - The Tariff Tangle With China and What It Means for Earnings
<p>Today, Lindsey Bell is joined by J.D. Durkin to unpack the fast-moving shifts in U.S.-China tariff policy and what they mean for investors. With a 90-day pause in place and mixed signals from the White House, the conversation explores market volatility, uncertainty in tech and auto sectors, and how trade tensions are rippling through bonds, earnings expectations, and investor sentiment.</p><p><br /></p><p>As earnings season gets underway, Lindsey and J.D. spotlight a growing trend: companies pulling guidance entirely as they grapple with an unpredictable policy landscape. They dig into what that means...

