There's only a problem. The market still hasn't properly decided if tariffs are inflationary or not, yields so far just getting whipped around with no direction. Plus also still unclear whether Trump will actually put into effect the tariffs or not since now he's expected to talk with both Canada and Mexico today while tariffs should only go into effect tonight. We'll see if it's again a negotiation tool or if he's truly committed.
There's only a problem. The market still hasn't properly decided if tariffs are inflationary or not, yields so far just getting whipped around with no direction. Plus also still unclear whether Trump will actually put into effect the tariffs or not since now he's expected to talk with both Canada and Mexico today while tariffs should only go into effect tonight. We'll see if it's again a negotiation tool or if he's truly committed.