Nothing in this is for mandated reading or testing unless I explicitly say it is.
We can discuss it in class if it comes up or you have questions.
VBL
Tariffs/Macro
China needs to consume or lower prices for BRICS to buy more 
Ms Michael J Wilson Weekly Warm Up Tariffs Reinforce Our Preference For Services Industries 20250203
2.42MB ∙ PDF file
Usa President Trump Imposes Tariffs On Imports From Mexico, Canada, And China(1)
97KB ∙ PDF file
Companies:
Ubs Us Consumer Staples Crowded Stocks What The Quant Data Says About Consumer Staples, Vol
4.3MB ∙ PDF file
Ubs Us Semiconductors And Semi Equipment 20250203
1.84MB ∙ PDF file
Gs Utilities Daily Enel Re Leveraging To Nearly Double The Earnings Cagr Redeia Announces The Sale Of Hispasat Stake At
178KB ∙ PDF file
AI
