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Tariffs or no tariffs?
It’s been a few weeks, and we are edging closer to the launch of Trump 47. The leadup has been full of drama as Biden vs. Trump became Harris vs. Trump after the failed debate in June and now we are about to find out how much shock and awe DJT is willing to unleash in his second and possibly final term. The consensus expectation is that this presidency will involve new tariffs. After that, you have a great deal of skepticism and confusion around the other policy pillars. Government spending reductions suggested by DOGE don’t seem particularly serious and the mass deportation promises will be nearly impossible to ... (full story)