tariffs

“I give it like a 70% confidence level that they negotiate some deals. I think the China tariffs probably stick.”

“I'm very firmly anti-tariff. It's bad for my business.”

“Having talked to a bunch of companies that are in active, active planning mode on building factories, they've actually paused that right now because all of a sudden the machines that they have to buy are going to cost 20 to 50% more depending on where they're …”

“Yeah, we haven't seen anything material in the numbers as yet. There's been sort of like variations that are hard to tell from, you know, like from just normal variations you'd see in the business.”

“And if anyone tries to use tariffs to harm China from gaining economic power, we know it can't work because it's supply chains can move.”

“I think that, that those will erode our economic strength in ways that don't look like an abrupt crash, but they'll look like data getting, like, a little bit worse and a little bit worse. That's my prediction, but again, hard to say.”

“The threat of tariff-driven inflation will lead the Fed to keep interest rates higher a little longer, as we just saw with Powell.”

“What we've seen over the last few weeks is it's gonna decrease American manufacturing.”

“And it looks like the tariff threat is not going to be anywhere near as bad. And remember the economy was humming coming into that. So I think that it will continue now.”