No Mulligans In Markets with Dan Ives
RiskReversal Pod
Navigating Market Turbulence: CPI Insights and Tariff Effects
This chapter analyzes recent trends in consumer spending as revealed by the latest consumer price index data, emphasizing unexpected shifts across different sectors. It contrasts the deflationary effects of tariffs on spending with the benefits of negotiated rates, while reflecting on the disorderly state of current market conditions.
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