How do you feel about the partial pause in tariffs that Trump announced today?
How do you view the overall Trump strategy as it relates to the pause?
No clue. I'm on record not being in favor of the sweeping tariff strategy from the get-go; it feels like a centrally planned economy move and reminds me of socialist democrat strategy- not a way to generate strong America-beneficial trade agreements.
Do you think the market recovery will hold?
Probably. The uncertainty was the big problem for everyone, some measure of certainty means rebound, a unified strategy vis a vis China means even more 'certainty' = pretty line go up, knee-jerk TDS leftists and economic/fiscal conservatives like me stop bitching. Everybody wins.
What do you think an ideal steady state of tariffs looks like for Trump?
No idea how to answer that question.