

I guess there's nothing left to do but to watch markets respond as the impact of America's renewed strength takes hold.
Going to be an interesting period btwn when these tariffs are implemented/negotiated (immediately) and when the offsetting liquidity expansion/stimulation part of the policy equation starts (tax cuts, etc) Will take time tho
Phillipson on Tariffs: This Is Going to Be a Difficult Period https://t.co/lI19yPCWQG https://t.co/SxK5OqkuV8

Global markets are poised to react to the Trump administration's new tariff schedule, which includes a designated time for markets to respond to what is described as America's renewed strength. The administration's approach is expected to create a challenging period as tariffs are implemented and negotiations unfold. Analysts suggest that the impact of these tariffs will be felt immediately, while the anticipated liquidity expansion from tax cuts and other stimulative measures may take longer to materialize. Commentary from experts indicates that this transition period could be complex, with potential implications for market stability.