You're looking at Biden data,
Big, bold, unexpected - a game changer for the outlook,
'Fed cuts because of weak economic data' is not a good thing for markets anymore,
We spoke with the Big Three auto dealers. We are going to give a one-month exemption on any autos coming through USMCA (the US, Mexico and Canada trade agreement),
Automakers, battery makers and suppliers are investing billions in American manufacturing and to modernize the industrial base,
In general, any tariff would have a broad impact on our industry,
It is a highly dynamic situation,
If the tariffs do hold, the automotive industry won't be able to adjust overnight,
The territory to the immediate south of our border is now dominated entirely by criminal cartels that murder, rape, torture and exercise total control,
But what he's thinking about is which sections of the market that can maybe, maybe, he'll consider giving them relief until we get to, of course, April 2,
I told him that many people have died from Fentanyl that came through the Borders of Canada and Mexico, and nothing has convinced me that it has stopped,
Uncertainty is the policy at this point,
Tariffs are actually — we've had a lot of experience with them — they're an act of war, to some degree,
The market really wants certainty and it will adjust to whatever they are,
As long as these tariffs are in place, Americans will be forced to pay higher prices on household goods,
The exceptionalism and resilience that we've been talking about for two years, I think is starting to show some cracks,
We're going to see a price level change upward,
We've got now multiple trade wars on multiple fronts,
Market uncertainty surrounding tariffs, inflation, interest rates and government policies ... have led to a disappointing start of the year in investment banking,
There is a strong view that a lot of things around taxes and regulation will go in the right direction, but in the interim, those negotiations can be controversial and complex,