The Transcript 10.07.19

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Succinct Summary: The fundamentals of the US economy are strong with confident but cautious consumers. The trade war is causing trade flows to shift causing margin pressures as companies struggle to reposition containers and compete for the remaining business. 

The Transcript 09.30.19

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Succinct Summary:  The global economy appears sluggish with pockets of bright spots like consumer spending. Some are worried that Europe might be headed for a recession and others are concerned that we are near the top of the cycle. All in all, the economy keeps trudging forward at a slackening pace.   

The Transcript 09.16.19

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Succinct Summary:  Global growth has slowed and some companies think that the dark clouds of slow growth will linger with us a bit longer. Others are revisiting their playbook in the Great Recession just so as to be prepared if a downturn happens. 

The Transcript 09.02.19

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Succinct Summary: There are mixed signals about the direction the economy might take from here. Several companies are prepared for a downturn as they investigate what happened in the Great recession: The contact lenses industry grew and the recreational boats industry rebounded quickly.