To the extent that April 2 provides clarity, then you can begin to make adjustments and plans. But having certainty about economically harmful policies is not a positive,
If that uncertainty were to extend further, or remain elevated for longer, that would only amplify the effects,
At some point this will settle. But because we’re at the very beginning of what will fundamentally be a total rethink of the global trading system, there are going to be a lot more questions than answers in the near term,
April 2 is when this all kicks off, it's not when all of this ends."
But, I suspect it will be one of a series on ongoing announcements,
We're going to be very nice, relatively speaking, we're going to be very kind."
At the end of the day, this time, unlike last time, it’s ultimately Trump’s decision to make and everyone will fall in line with his decision,
What we have seen over the past several weeks is a greater focus on downside growth risks,
The risk from April 2 tariffs is greater than many market participants have previously assumed,
Trump doesn’t seem to understand basic international economics. A lot of the arguments he makes, Adam Smith was refuting two and a half centuries ago in ‘Wealth of Nations,‘
We have the largest single market in the world, we have the strength to negotiate, we have the power to push back,
There’s still a lot of discussions under way and a lot of votes that are still in play,
Eventually, much of that offshore manufacturing went to China, and to Southeast Asia and India,
Republicans in the Senate MUST vote to keep the National Emergency in place,
It won't be long before U.S. tariffs turn from being a tailwind to being a drag,
On Wednesday, it will be Liberation Day in America, as President Trump has so proudly dubbed it,
We're being nicer than they were,
Tariffs could be calamitous, and any special punitive moves against Irish-based pharma could cost thousands of jobs,
Liberation Day is the moniker coined by this administration. Liability Day might prove more apt,
The removal of tariffs on American goods is another step to open the market to competition, to diversify the economy, and to lower the cost of living.”