Tuesday, September 23, 2025

JP verifies my hypothesis today that ..

A good chunk of tariffs cost is borne out by importer so far ..  which is partly covered by lower transportation costs as well as reduction in hiring.
at

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)

10Y dropped under 5p ..

As French 10Y go higher than US ..! Both are right indicating slower growth from here; addionally, Crude near 100 is not helping ..!