Trump is disruption - that’s for sure! His first seven weeks in office have had us all settling in with popcorn, cheering “yeah!” and asking questions like “What’s taking Bondi so long?”
So one (speculative) question for you Peter: in light of the new data, any comments on its effects + tariffs + China’s deflation?
Not yet. I want to see what the next inflation print for China looks like first. This last one they slipped back into outright deflation. Whether that is a trend or not will be highly influential in what tariffs will mean for the Middle Kingdom.
The Disruptor In Chief is exploding the heads of his adversaries. Daily. I love it!
The MAGA Coalition voted for change.
I voted for change.
President Trump is certainly delivering change.
I am curious to see what change will bring.
A very fair, balanced and thorough article. Thanks Peter!
Trump is disruption - that’s for sure! His first seven weeks in office have had us all settling in with popcorn, cheering “yeah!” and asking questions like “What’s taking Bondi so long?”
So one (speculative) question for you Peter: in light of the new data, any comments on its effects + tariffs + China’s deflation?
Not yet. I want to see what the next inflation print for China looks like first. This last one they slipped back into outright deflation. Whether that is a trend or not will be highly influential in what tariffs will mean for the Middle Kingdom.