Good morning / afternoon / evening - please choose whichever one which best describes when ever it may be that YOU are stumbling across this weekends note…
A question for Mr Bianco, if tariffs are inflammatory, why do Long Yields decline
every time Trump threatens tariff increases ??
That seems to signal that the tariff impact is more deflationary.
Also, I would point to HD's recent earnings report and their Pricing Guidance.
No price hike...some products discontinued.
A question for Mr Bianco, if tariffs are inflammatory, why do Long Yields decline
every time Trump threatens tariff increases ??
That seems to signal that the tariff impact is more deflationary.
Also, I would point to HD's recent earnings report and their Pricing Guidance.
No price hike...some products discontinued.