Jefferies：追踪全球工业指标

USA | Multi-Industrials Tracking Global Industrial Indicators In this note, we review recent manufacturing data points from across the globe. Bottom Line. Sentiment indicators took a step down with results suggesting some pre-buying activity and a high level of uncertainty. Companies also pointed to tariff-related uncertainty during earnings, but suggested very limited pre-buy activity (if any) with mostly better than expected 1Q results. Mgmt. teams largely expect to mitigate current tariffs through a comb ...