The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
TRUMP TARIFF TIMELINE
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TRUMP TARIFF TIMELINE

The 'tourist goes over Lutnick's comments, examines what the market expects in terms of tariffs, and then explains why he thinks the U.S. economy is about to take a pause

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Kevin Muir
Jan 31, 2025
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The MacroTourist
The MacroTourist
TRUMP TARIFF TIMELINE
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Unfortunately, we need to talk tariffs again. I don’t like it any more than you, but the threat of tariffs dominates the macro landscape and ignoring this potentially game changing development is not an option.

Many folks believe Trump is simply negotiating. He has no plans on actually using tariffs as a source of revenue. They claim this is all just par…

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