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,
Uncertainty is the policy at this point,
We spoke with the Big Three auto dealers. We are going to give a one-month exemption on any autos coming through USMCA,
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,
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,
Market uncertainty surrounding tariffs, inflation, interest rates and government policies ... have led to a disappointing start of the year in investment banking,
The prospects of higher tariffs and escalating tensions between the U.S. and its trading partners are the top concerns for many U.S. corporate borrowers we rate,
We would be super aggressive on that deal if there wasn't so much uncertainty around tariffs,
All the deals got held off in January and February,
We can't take that risk right now,
If Lutnick's comments about giving relief on tariffs for Canada/Mexico holds, it would ease some of our concerns,
Both supply and demand of imported iron ore in China are predicted to strengthen in March, usually a month when steel consumption in the country is robust,
Sentiment was also impacted by the prospect of further tariffs,
And the American Dream is surging -- bigger and better than ever before. The American dream is unstoppable, and our country is on the verge of a comeback the likes of which the world has never witnessed, and perhaps will never witness again,
I return to this chamber tonight to report that America’s momentum is back. Our spirit is back. Our pride is back. Our confidence is back,
This supports our view that there will be a goods-driven resurgence in core inflation in the second half of the year,