How are U.S. Consumers and Firms Responding to Tariffs? (Apollo)
How are firms responding to tariffs? 1) Rapid downward revisions to earnings expectations. 2) New orders falling,…
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Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
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Will AI Doctors Disrupt Drug Commercialization? (UBS AM)
AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing…
Trump Has Constraints (UBS AM)
Recent de-escalations on trade and Fed Chair Powell show sensitivity to the bond market and the potential for…
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