Russ, thanks for focusing on economic fundamentals, not spin. This new round of tariffs is supposed to bring jobs back and teach the world a lesson, but so far, it looks like mostly pain up front with maybe a few factories cutting ribbons for the cameras, if that even happens.
Aerospace is getting slammed with higher costs, foreign buyers are backing off, and we still don’t have the supply chain to back up all the tough talk.
The stock market’s not buying it either, investors see the risk and are already bracing for slower growth, higher prices and global blowback. Hoping Wall Street doesn’t freak out harder.