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Are Tariffs Inflationary Or Deflationary? Are They Really ‘A Beautiful Thing?’
Until recently, the message from the bond market has been that tariffs are deflationary because they depress global economic activity.…
Tariffs
5 posts
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
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MARKET CALL: Choppy Waters
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs…
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Make Manufacturing Great Again!
Markets were abuzz with headlines from Washington today. The S&P 500 opened 1.7% lower on the weekend&…
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MARKET CALL: Beware The Front Cover Curse & Trump Tariffs 2.0
We are sure that Forbes magazine has had plenty of cover stories about successful entrepreneurs who survived the front-cover curse…
