What FedEx (FDX) Earnings Say About Global Trade and Economic Health
Schwab Network · Schwab Network
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Show Notes
Adam Lampe and Andrew Wang break down FedEx (FDX) earnings and what they say about the U.S. economy. Andrew points to “margins as the real highlight” in the quarter despite a “billion-dollar trade headwind.” Adam discusses consumer health and the “hostile” trade environment but sees potential upside. They also talk about how UPS’s struggles have benefitted FedEx and its “data advantage” created by its extremely developed logistics system.
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