The Monumental Miscalculation | Jared Dillian on Tariffs, Fed Risks, and Where Markets Go from Here
Excess Returns
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Tariffs and Their Economic Ripple Effects
This chapter examines the complex relationship between tariffs, inflation, and consumer demand, arguing that tariffs may be more deflationary than inflationary. The discussion covers the nuanced impacts of tariff sizes on economic activity, the Federal Reserve's communication on the subject, and the implications for future GDP growth and the bond market. Additionally, it addresses the historical context of tariffs and national debt, exploring how these factors intertwine with public perception and economic realities.
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