Latest earnings season was defined by a temporary lift from tariff refunds and persistent supply shortages, Anna Wong says. About half of S&P 500 companies flagged shortages, with truck-driver constraints a notable pressure; the refund boost may reverse.
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Latest earnings season was defined by a temporary lift from tariff refunds and persistent supply shortages, Anna Wong says. About half of S&P 500 companies flagged shortages, with truck-driver constraints a notable pressure; the refund boost may reverse.
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