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Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance

The Compound and Friends

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Navigating Market Uncertainty

This chapter explores the challenges banks face in providing earnings guidance amidst economic uncertainties, emphasizing the impact on investor confidence and market volatility. It discusses the decline in companies offering forward guidance and how this trend may affect stock prices and investment strategies, particularly in light of external factors like tariffs. The conversation also analyzes the behavior of investors and major companies like Microsoft and Netflix, highlighting their differing performances during turbulent market conditions.

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