Markets

A Quick Take On FedEx And Micron In The Macro Context

It's not great.

It's not great.
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3 comments on “A Quick Take On FedEx And Micron In The Macro Context

  1. I don’t think you call it confirmation bias if you understand global supply chain intricacies. Trump has been playing with matches and few seem to have understood the surrounding flammability. China can do negative GDP delta, no problem.

  2. The global economy has been softening for a year. Why are people surprised combined with horrific trade policy? People viewed stock price momentum as confirmation rather than doing their work.

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