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11min chapter
Markets Weighing the Impact of Nvidia & Trump
Bloomberg Surveillance
Tariffs, Markets, and Economic Implications
This chapter explores the potential impact of tariff increases proposed by the government on the economy and stock market, highlighting concerns over equity valuations at historic highs. It discusses the mathematical relationship between tariffs, government revenue, and consumer prices, examining how these factors may contribute to inflation. The dialogue also addresses the complexities faced by the Federal Reserve and the skepticism surrounding future fiscal policies amid challenges in the labor market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode