Manage episode 493320124 series 3645668
Zachary Hill expects tariff rates to go higher than markets expect: “The question is, when.” He thinks the market’s attention span is too short to catch tariff impacts as they start to hit in the fall. He argues that delaying tariffs to August 1 lessens the chance of the Fed cutting rates because it will wait for inflation data coming out of that. He’s short the U.S. dollar and likes international equities.
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5819 episodes