Navigating Uncertainty

Impact of Tariffs

April 21, 2025 | 12:00 PM EDT

Anthony Hatch will discuss:

• Exposure to tariffs based on product mix (agriculture, automotives, energy etc.)
• Dynamics of nearshoring in Mexico
• Industry growth analysis: intermodal and non-intermodal

April 21, 2025 | 10:00 PM ET

Jason Travis Mosier will discuss:

• Assessing impact of effectiveness of chip controls, and their impact on China’s AI industry, esp. considering China’s DeepSeek ambitions vs. actual capabilities
• US semiconductor toolbox and how the Trump administration might leverage them: tariffs, export controls, etc.

April 22, 2025 | 9:00 AM EDT

Daniel Lacalle will discuss:

• Impact of Tariffs on US, European, and APAC economies
• Outlook for inflation, quantitative easing, interest rate cuts, and recession risks
• Financial market disruption and opportunity
• Long term implications on trading relations between US, Europe, and China

April 22, 2025 | 11:00 AM EDT

Arthur Johnson will discuss:

• Tariff impact on both demand for data storage offerings and the outlook post 90 day pause
• Shifts in enterprise spending and priorities amidst current macro environment
• Providing storage and data management for running AI at scale
• Competitive dynamics and positioning in both near and long term

Shifting Volume Dynamics and Tariff Pressures

April 23, 2025 | 10:00 AM ET

Dave Lane will discuss:

• Key US market consumer, category, pricing, and industry trends
• Competitive dynamics and brand portfolio performance outlook across Diageo (DGE), Pernod Ricard (RI), Campari (CPR), and Remy Cointreau (RCO)
• Implications and strategies to manage tariffs

Cost Pressures, 90-Day Pause, and Domestic Manufacturing (INTC, NVDA, TSM)

April 23, 2025 | 11:00 AM EDT

Isaac Hooper will discuss:

• Tariff-driven costs and supply chain challenges in the semiconductor market
• 90-day tariff pause: Implications and uncertainty
• Surge in domestic manufacturing investments
• Competitive dynamics in a tariff-shaped market

New Leadership, Tariff Impact and Potential Joint-Ventures

April 24, 2025 | 4:30 AM EDT

Jordan Plawner will discuss:

• New Intel (INTC) CEO Lip-Bu Tan’s strategic vision and foundry ambitions
• Potential TSMC-Intel joint venture: Challenges and opportunities
• Macro-economic dynamics (tariffs, federal investment, U.S./TSMC relationship) and their effect on Intel’s future

Tariff Implications and Consumer Shifts

April 24, 2025 | 9:00 AM ET

Jason Short will discuss:

• Sector tariff implications, including associated supply chain and pricing/volume outlook
• Review of Q4/Q1 and forward looking demand, pricing and inventory trends
• Market share/brand heat outlook across Adidas (ADS), Nike (NKE), Puma (PUM), Under Armor (UAA), On (ONON), and Hoka

Tariff and Policy Risks

April 24, 2025 | 11:00 AM ET

Peter Behrle will discuss:

• Impact of announced tariffs on feedstock supply and pricing
• Expectations for changes in RFS and LCFS programs
• Potential resurgence of small refinery exemptions (SREs) and impact on RIN supply and pricing
• Compliance demand for RINs amid adjustments to biofuel blending mandates

Impact of Section 232 Investigation on European Pharma

April 24, 2025 | 12:00 PM EDT

Ulrich Bott will discuss:

• Understanding Section 232 TEA investigation and what this could mean for Big Pharma in terms of leveraging global tax structures
• Assessing outcomes from the 232 process, and mechanism that limit precedent-setting under SCOTUS judicial review or NEA and IEEPA Congressional joint resolutions

Tariff Impact on Global Economies

April 28, 2025 | 8:00 AM EDT

Masazumi Wakatabe will discuss:

• Risks to Japan’s export-driven sectors, particularly automotive manufacturing, and the broader implications for GDP growth and bilateral economic ties due to higher U.S. tariffs
• Evaluation of inflation and wage growth trends, current monetary policy, and anticipated decisions at the BOJ’s next meeting

April 30, 2025 | 11:00 AM EDT

Anthony Chan and Doug Cliggott will discuss:

• Direct impact of tariffs on prices and economic growth
• Breaking down the computation of the reciprocal tariffs by the U.S. and other countries
• Signals from market corrections and bear markets for a U.S. recession

Update on Consumer Trends, Pricing, and Competition

May 1, 2025 | 11:00 AM EDT

Sloan Eddleston will discuss:

• Consumer trends and pricing strategies by category
• Analysis of omnichannel growth and market share in online grocery
• Competitive dynamics between WMT, TGT, and AMZN
• Outlook for pricing, Walmart+, and tariff implications

Tariff Impact

May 2, 2025 | 11:00 AM EDT

Bob Feeser will discuss:

• Tariffs and supply chain disruptions impact on paper packaging industry
• Navigating industry challenges: rising material costs and shifting e-commerce demands
• Margin trends and paper pricing dynamics
• Competitive landscape post 2024 industry mergers