Tariffs or Brexit were mentioned by 21.2% of the 7,900 companies that have held conference calls since Apr. 1, down from 23.3% in the prior three month period. That was largely down to fewer discussions of Brexit, with the surprise worsening in U.S. trade relations with China and Mexico arising in just the past four weeks. Just under 47% of companies in the automotive sector have discussed tariffs. That’s included American Axle which has stated new tariffs on Mexican exports could add additional costs of up to $10 million for its U.S. operations. American Axle exported $922 million of...