Tony Noto

The governor at the time was a Dixiecrat. Still terrible though.

Christopher Hodge, Natixis: Inside The Economic Crosswinds Natixis chief US economist Christopher Hodge discusses the policy forces shaping the economy, warning of a growing slowdown risk.

"The doomsaying over #AI is probably overstated. Twenty years from now..."

Will Reshoring Survive Trump’s Shifting Tariff Policy? Can companies realistically pivot their manufacturing based on policy winds, or is this strategy more complicated than policymakers suggest?

After “Liberation Day," tariffs on Chinese imports surged—and China retaliated. Confusion reigned. One of those caught in the policy crossfire was Lee Evans Lee, CEO of fashion brand Mrs Momma Bear. “I’m in a really exciting growth period,” she says. “So now you throw tariffs on top of that?”

McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are | Global Finance Magazine McKinsey's Koller: company valuation's biggest surprise.

“Valuation” by Tim Koller—a partner at consulting giant McKinsey & Company—has long been a definitive guide for corporate finance professionals. Eight editions in, Koller says the biggest surprise is what hasn’t changed. Here's our Q&A about one of the dealmaking world’s most enduring topics.

Appeals Court Pauses Ruling That Blocked Trump’s Tariff Plan Appeals Court Pauses Ruling That Blocked Trump’s Tariff Plan | Global Finance Magazine

“He kept doing this kind of seesaw effect of putting [tariffs] on again, off again, on again, off again,” economist Phillip Magness says. “And it wasn’t really until we got to the so-called ‘Liberation Day’ tariffs on April 2 that we had anything even resembling a permanent policy.”

Hope you had a great time. Jones St. is one of my favorite places. I stayed at the Eliza Thompson House twice and proposed to my wife in the courtyard.

M&A Booms Globally, But Tariffs Freeze US Deals M&A Booms Globally, But Tariffs Freeze US Deals | Global Finance Magazine

M&A activity got off to a strong start this year; global deal value surpassed $1.2 trillion through April. But recession fears, renewed trade tensions, and shifting political winds weigh heavily on dealmakers—particularly in the US, where valuations remain flat.

is this Jones Street?

US-China Tariff Truce Triggers Transpacific Rush—But Uncertainty Lingers US-China Tariff Truce Triggers Transpacific Rush—But Uncertainty Lingers | Global Finance Magazine | Easing of tariffs between US and China

#Trump backed down. Container carriers are happy and have already seen a spike in bookings. “You weren’t going to be shipping anything from China to the US at 145%,” economist David Roche told me. “At 30%, something gets shipped—but far less than when we were at 8% before Trump took office.”

Anti-Bribery Backpedal Anti-Bribery Backpedal | Global Finance Magazine | Trump’s pause of the Foreign Corrupt Practices Act has left companies confused and cast doubt on US leadership of anti-corruption efforts.

#Trump paused the Foreign #Corrupt Practices Act and companies are confused AF. Some companies are getting a slide. Others not. “They’re cherry-picking," one #attorney told me. "You’re either going to #prosecute all these cases or none of them.”