“It’s All About Credit” | James Aitken on Widening Credit Spreads & Falling U.S. Stocks, Tariff-Induced Slowdown & Trade Disruption, Chinese & European Stocks, and Private Credit
Monetary Matters with Jack Farley
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Intro
This chapter explores the complexities of fiscal policy through the lens of tariffs, particularly reciprocal tariffs, and their far-reaching effects on nominal GDP, credit markets, and stock performance. The discussion emphasizes the unpredictability of intraday tariffs and their implications for domestic and international economic strategies.
Transcript
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