John, first of all to you, sir, there was that downgrade to guidance back in May. I understand you've got an update for us this morning. How have sales been trending ever since.Yeah, I mean, it's definitely a lot of uncertainty out there right now. A lot of people waiting for the dust to settle. I think people are just looking for certainty, whether it's tariffs or any other economic policy.Our customers are kind of in wait and see mode because they're end customers who generate freight moves. And ultimatel ...

Xi Jinping wants to preserve manufacturing’s share of China’s output whether or not anyone wants to buy all those products. The problem is made worse by local governments scrambling to fulfil his wishes https://t.co/50eIzmhkiK ...

Atlanta Fed President Raphael Bostic called for patience amid uncertainty over economic policy and said a wait-and-see approach can help to ensure officials don’t have to reverse course on rates https://t.co/x9V0tKQCRO ...

Should we be putting this on recording? Well, let's start. This is the fifth in our series, the Wolf Krugman Exchange. I'm Martin Wolf, chief economics commentator of the Financial Times. And I'm Paul Krugman, professor at the City University of New York and author of an independent Substack newsletter. And today's episode is being recorded on Monday, June 30th, uh, at 9 in the morning in Massachusetts, where I am now, and 2 p.m. in London. Um, tell us where you've been recently, Paul. Yeah. Um, um, occasio ...

The world’s third-largest economy is jettisoning its hard-earned reputation as Europe’s champion of flinty austerity. It is a bold move. Will it pay off? https://t.co/LtjNEo73ox ...

【近期黑色系金属价格受多因素影响震荡，短期或维持震荡走势】近期，黑色系金属价格波动受宏观、 供需及产业链多重因素交织影响。6月11日午后，国内黑色系走势震荡，焦煤涨0.06%、焦炭跌0.04%、 铁矿石跌0.35%，螺纹钢收跌0.64%，热卷收跌0.74%。 从宏观面看，内外分化压制需求。国内稳增长基 调发力，6月制造业PMI边际回升，市场对下半年基建投资和制造业设备更新政策预期升温；海外美国5 月CPI数据低于预期，降息预期升温，美元指数回落，但美联储内部政策分歧大，关税担忧仍存，投资 者谨慎。同时，美联储降息释放流动性，但企业扩张意愿不足，实际需求拉动有限。国内房地产投资低 位、新开工负增长压制建筑用钢需求，基建专项债落地有部分支撑，制造业高端钢材需求增长受外需制 约。 供应端，原料稳定，成本支撑仍在。铁矿石全球供应集中，非主流矿收缩，港口高品位矿偏紧， 国内矿进口依赖度高；焦煤受国内安监、进口国政策及运输影响波动，焦炭因焦煤成本挤压利润，焦企 限产保价致供应弹性降低。 需求端，建筑疲软，工业有韧性但难提振。房地产低迷使建筑钢材需求大 减，保障房建设缓冲部分冲击；基建项目施工支撑螺纹钢等需求，但受资金和季 ...

James River Group Holdings (JRVR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Frank D'Orazio - Director & CEOSarah Doran - Group CFOMatt Carletti - Managing Director Conference Call Participants Zachary Shytle - Senior Analyst - IR & InvestmentsMark Hughes - AnalystCasey Alexander - Senior Vice President & Research Analyst Operator Good morning, and welcome to the James River Group Quarter one twenty twenty five Earnings Call. I am Frans, and I'll be the operator assisting you today. ...