Charts & Chat - May 11, 2025

Eric Boyce • May 11, 2025

This week, CEO Eric Boyce, CFA discusses:

1. expected slowdown in economic growth, earnings

2. drop in container shipments from china; impact on tariffs on S&P 500, small business

3. country impact from tariffs; how china is pivoting

4. impact by sector; expectations and response from US companies

5. observations on credit, productivity, activity ahead of the tariffs

6. several data points on how consumers are planning for the next 6-9 months




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