Tariff20trump20meme Id 087db899 4b37 4e18 97f1 F98dfa1b0f46 Size975.jpg

Leaks surrounding Trump's 'day one' executive orders have not mentioned tariffs at all


Any rapid setting of tariffs would be seen in the market as negative for risk at this stage.

As an update to this earlier:

in reports of these leaks there is no mention of taxes.

It might be reasonable to 'announce no fees today', based on the leaks we've had so far. The caveat, of course, is that we all learned from Trump's first administration that his administrator's policy planning can be volatile and unpredictable. So instead of coming to a hard decision it might be better to come to a decision, with an associated probability. Based on the politics (I'm not an expert on politics) it would seem like maybe 75 – 80% sure that any taxes would be imposed on day one. That gives some wiggle room. The next step is not to bet the farm on Trump's politics. The next step is to make sure you have a stop loss in place.



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *