The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
Monetary Matters with Jack Farley
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Economic Implications of Tariffs
This chapter examines the recent fluctuations in equity markets, particularly the S&P, and the cautious outlook on stock investments due to rapid pricing in of future growth and tariff impacts. It discusses the limited effects of tariffs on the U.S. economy, corporate profits, and consumer confidence, suggesting that the broader economic landscape remains stable despite initial assumptions of downturns. The speakers highlight the importance of domestic consumption and investment over trade metrics in understanding economic health.
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