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Liz Ann Sonders, a noted market strategist, highlights how smaller U.S. businesses tend to have a single trade partner.
According to data from the U.S. Census Bureau, companies with fewer employees often rely on one country for trade relations. This contrasts with larger firms that engage with multiple countries. The Financial Times investigation further explores these findings, showcasing the complexity of trade dynamics based on company size.
Sonders' observations on the distinct international relationships of smaller firms complement her previous analysis connecting the decline in market volatility, as measured by the VIX, to shifting cash allocations among investors. In addition, her regular updates to index tables and the performance of the Mag7 provide further context for understanding how different segments of the market adapt to evolving trade and investment landscapes.