Episode Details
| Title | How tariffs will impact the US economy |
|---|---|
| Date | 3/11/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $INFLATION - Inflation is expected to run higher than previously anticipated, closer to 3%, due to the increased tariff rates.
- “With our new baseline of a 10 percentage point increase in the effective tariff rate, we think that means inflation actually runs closer to 3% despite those offsetting disinflationary pressures.” - David (8:19)
- 🟢 $VOL - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $GDP - 🔒
- 🔻 $BIZINVEST - 🔒