Macro Mondays

Could Trump actually bring global tariffs DOWN?

22 snips
Feb 11, 2025
The discussion kicks off with the implications of Trump's tariff strategies on global markets. Insights into trade relations reveal how leaders are adapting to U.S. policies, while uniquely, Kanye West's views impact liquidity analysis. The hosts dive into the rising optimism in manufacturing and commodities. Ethereum's sentiment is explored amidst a backdrop of record short positions. Overall, they highlight potential investment opportunities and the evolving business cycle influenced by shifting geopolitical landscapes.
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INSIGHT

Trump's Tariff Tactics and Global Responses

  • Trump's tariff announcements, often made on Friday afternoons, cause market anxieties.
  • However, some global leaders like Japan's PM seem to be successfully navigating these situations.
ANECDOTE

Netanyahu's accomplishment

  • Netanyahu's potential influence on Trump regarding Gaza is considered a greater achievement than Japan's handling of tariffs.
  • Other leaders like Putin might also be gaining ground with Trump.
ANECDOTE

Kanye West and Liquidity Analysis

  • Kanye West's tweet about the overnight reverse repo facility highlights the democratization of liquidity analysis.
  • His tweet suggests the facility's near depletion, requiring the Fed to find new liquidity measures.
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