Hedgeye (🔗Twitter)[🤔➡️🔗🧵⚠️]
CHART OF THE DAY: TariffMan 1.0 → 2018 Trade War Empirics
"Mathematically speaking, if FX (Foreign Currency) adjusts to offset the tariff increase, then there are no meaningful inflationary consequences at the macro level... and no meaningful change in inflation means no meaningful rate or policy implications."
-Hedgeye CEO @KeithMcCullough in today's "Early Look"
https://app.hedgeye.com/insights/159210-chart-of-the-day-tariffman-1-0-2018-trade-war-empirics?type=macro%2Cmarket-insights
🌐 Прилетело из @BizFeed
CHART OF THE DAY: TariffMan 1.0 → 2018 Trade War Empirics
"Mathematically speaking, if FX (Foreign Currency) adjusts to offset the tariff increase, then there are no meaningful inflationary consequences at the macro level... and no meaningful change in inflation means no meaningful rate or policy implications."
-Hedgeye CEO @KeithMcCullough in today's "Early Look"
https://app.hedgeye.com/insights/159210-chart-of-the-day-tariffman-1-0-2018-trade-war-empirics?type=macro%2Cmarket-insights
🌐 Прилетело из @BizFeed