Market Moves Strategy: Optimize for directions, not destinations

May 16, 2025 | Automotive, Commercial Fleet, Energy & Utilities, Manufacturing

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Our latest Market Moves Strategy newsletter talks about the calmer economic environment following the apparent de-escalation in U.S.-China trade relations. But even before that news hit, it was becoming more apparent that many executive teams aren’t feeling the need to make drastic moves. Yes, a period of slower growth awaits (after a likely bullwhip period this month and next) but there’s little sense of panic. As one top energy CEO said, the best strategy is, “Don’t whipsaw this thing too hard right now.”

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