Brian Stewart

Yeah, I just don't think that this month's data means much because so much has happened on a macro level.

Yeah, I just don't think that this month's data means much because so much has happened on a macro level.

Yeah, I just don't think that this month's data means much because so much has happened on a macro level.

There's been such a seismic shift in the possibilities, but I think if we look ahead, if we go to sort of beginning of May, when we're going to get the April report, businesses are going to be responding in the next few weeks to the realities of what their supply chain is going to look like, what their cost basis is going to be, and sort of setting their employment levels there.

There's been such a seismic shift in the possibilities, but I think if we look ahead, if we go to sort of beginning of May, when we're going to get the April report, businesses are going to be responding in the next few weeks to the realities of what their supply chain is going to look like, what their cost basis is going to be, and sort of setting their employment levels there.

There's been such a seismic shift in the possibilities, but I think if we look ahead, if we go to sort of beginning of May, when we're going to get the April report, businesses are going to be responding in the next few weeks to the realities of what their supply chain is going to look like, what their cost basis is going to be, and sort of setting their employment levels there.

So that would be the first data point that would involve sort of companies responding to the new reality.

So that would be the first data point that would involve sort of companies responding to the new reality.

So that would be the first data point that would involve sort of companies responding to the new reality.

Another one next week is Delta Airlines, the first airline one. I think it'll be interesting just for the airlines. It's the first marker of demand for travel. Also, CarMax is an interesting one just because we are... getting a 25% tariff on foreign-made auto and auto parts.

Another one next week is Delta Airlines, the first airline one. I think it'll be interesting just for the airlines. It's the first marker of demand for travel. Also, CarMax is an interesting one just because we are... getting a 25% tariff on foreign-made auto and auto parts.

Another one next week is Delta Airlines, the first airline one. I think it'll be interesting just for the airlines. It's the first marker of demand for travel. Also, CarMax is an interesting one just because we are... getting a 25% tariff on foreign-made auto and auto parts.

And so CarMax, which is a car dealer, it'd be interesting to see if there's kind of a run on the bank for cars made before the tariffs put into place. So just in terms of a macro data point, it might be interesting to check out that.

And so CarMax, which is a car dealer, it'd be interesting to see if there's kind of a run on the bank for cars made before the tariffs put into place. So just in terms of a macro data point, it might be interesting to check out that.

And so CarMax, which is a car dealer, it'd be interesting to see if there's kind of a run on the bank for cars made before the tariffs put into place. So just in terms of a macro data point, it might be interesting to check out that.

Brian Stewart, our director of news here at Seeking Alpha. Welcome back to the show as we close out almost another month and head into April.

Brian Stewart, our director of news here at Seeking Alpha. Welcome back to the show as we close out almost another month and head into April.

Brian Stewart, our director of news here at Seeking Alpha. Welcome back to the show as we close out almost another month and head into April.

Great to have you. So lots of news of tariffs. Curious what's coming in the week ahead with this April 2nd date. What are you most focused on this week and looking ahead to next week?

Great to have you. So lots of news of tariffs. Curious what's coming in the week ahead with this April 2nd date. What are you most focused on this week and looking ahead to next week?