Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
Transcript
In a world where you have to price a good probability that the US will run the economy hot, you buy high beta assets linked to nominal growth. But then there is a shorter time frame, let's say the next 3 to 4 months, where you might say, wait a second, there is no uh new fiscal impulse coming through. The OBB really kicks in uh the first quarter of... Read More
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