Episode Details
| Title | Tariffs: What’s ahead and why it matters |
|---|---|
| Date | 2/13/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $USINFLATION - Tariffs are expected to increase US inflation, with core PCE inflation forecast to reach 2.6% by year-end due to higher import costs being passed on to consumers.
- “Tariffs definitely have a direct impact on inflation. Higher import costs are ultimately largely gonna be passed on to the consumers. It's why we have taken our core PC inflation forecast in The US up to 2.6% by the end of this year” - Joseph (13:40)
- 🟢 $CHINASTOCKS - 🔒
- 🟢 $NONUS - 🔒
- 🟢 $USDCAD - 🔒
Bearish:
- 🔻 $USD - 🔒
- 🔻 $EUROINFLATION - 🔒
- 🔻 $EURUSD - 🔒