STORY: Six months ago, “the message from every corporate leader was, we don’t have visibility, we don’t know what the rest of the year looks like,” Miller said, attributing that uncertainty to President Donald Trump’s shifting tariff policy.But she noted that Thursday’s results from American Airlines are an example of a newfound “visibility” among corporate leaders, with the carrier raising its outlook for the rest of the year.“And across different industries, this is the theme we’re seeing rewarded” by Wall Street, she said.