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)

why the investors are drinking the coolade investing in AI debt ..?

Because they.are spoiled with returns in technology and other markets which are driven due low interest rates in last 20+ years .. going for...

  • you don't need to be a PhD in economics ...
    to solve an economic problem ... & there are 100s of PhD working at Federal Reserves forecasting an inflation in future due to tariffs ....
  • CPI came benign ...
    either folks are not buying imported stuff which also helps the trade deficit - two birds killed with same stone .. obviously energy being l...
  • Too late .. Fed chairman ...
    his argument is that the forecasters are modelling based on projected tariff as called by Trump ... & if you are using the numbers used ...