International trade policy remains a preoccupation for managers during the 3Q earnings reporting season. With around two-fifths of companies having reported, Panjiva’s analysis of 2,700 company transcripts show 25.0% include discussions of tariffs or Brexit. The industrial sector has seen an increase to 43.2% of companies mentioning the topic from 39.8% the prior quarter. Meanwhile 29.7% of IT firms mentioned the topics, which was the highest since the analysis started in 1Q 2016. The tech industry’s concerns may relate to consumer electronics where tariffs were applied fr...