Topic
Tariffs
A collection of 17 issues
Blog: Trade Wars-Transitory, or Hubris?
Uncomfortable parallels between the current Trade War and 1914.
Blog: As Inflation Expectations Untether, Stagflation Looms.
Tariffs are an exogenous shock that can slow growth and increase inflation.
Blog: Tariffs as Exogenous Shocks
When the unexpected is expected, is it still exogenous?
Blog: The Goalie's Dilemma (2)
Increasing uncertainty can reduce risk.
Blog: Reflation Expectations on the Rise
Tariff uncertainty raises inflation expectations.
Blog: Tariffs and Uncertainty
Uncertainty about business response to tariffs can be as bad as their imposition.