You know what markets absolutely love? It's uncertainty, right? Oh no, wait, it's the other thing.
Reposted from
Duncan Weldon
My confidence levels on the inflation & growth impacts of the tariffs on the US are *extremely* low.
Mostly because, if I’m honest, I have zero idea how long they’ll be in place for, how much they’ll change and which other countries will be hit.
Mostly because, if I’m honest, I have zero idea how long they’ll be in place for, how much they’ll change and which other countries will be hit.
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