Panjiva’s analysis of over 6,000 company transcripts from the 2Q 2019 reporting season shows 23.5% have mentioned Brexit or tariffs, the highest since the 3Q 2018. That’s perhaps not a surprise given the escalating U.S.-China trade war and increasing political uncertainty around Brexit. The machinery sector remained the most focused on trade policy with 51.0% of companies mentioning the topics. Yet, that was lower than the prior quarter suggesting tariffs are a known quantity / fact of life. The technology sector saw an increase to 25.9% from 22.6% in the prior quarter, perhaps reflectin...