Are Corporate Profits Starting to Show the Strain of Trade Sanctions?

The video discusses the uncertainty surrounding trade deals and their impact on markets, highlighting how expectations of a deal have influenced bond yields and global economic growth. It examines the damage caused by trade sanctions on economies like China and Germany, and how these sanctions are affecting corporate profits and balance sheets. Companies such as FedEx, UPS, and BMW are experiencing pressure on margins due to these trade headwinds, with moderate growth expected in corporate profits despite negative earnings revisions.

In what ways are corporate balance sheets being affected by trade fears?

What trends in corporate profits are mentioned in the text?