Tariff Turmoil and Market Reactions

Bill Cohan joins Peter for a deep dive into Trump’s tariff threats against Mexico, Canada, and China. Bill argues that these threats are largely performative, crafted to score political wins rather than serve any real economic purpose. Then they discuss the inevitable market volatility, and whether, despite any potential short-term gains, these tariffs will ultimately prove inflationary and harmful to U.S. relations with key allies.

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