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Here’s What Happens To Stocks If Trump Comes Out Guns Blazin’ With 25% Tariffs On China

It's not priced in.

It's not priced in.
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1 comment on “Here’s What Happens To Stocks If Trump Comes Out Guns Blazin’ With 25% Tariffs On China

  1. Pillar #1 looks kinda shaky to me. From https://fred.stlouisfed.org/series/PSAVERT, Personal saving is equal to personal income less personal outlays and personal taxes; it may generally be viewed as the portion of personal income that is used either to provide funds to capital markets or to invest in real assets such as residences.
    1. I can’t see how a probably narrowly distributed uptick will have a significant effect on consumer behavior. Does anyone publish breakdown by income range of the savings rate? It’s bound to be different without the “Bill Gates walks into a bar” effect.
    2. What happened in December, 2012? Did someone cancel Christmas?
    3. Many of the spikes and fluctuations on the St.Louis Fed chart linked above are in or close to recession times.
    4. What increase? Looks to me like it’s been drifting steadily down since February’s 7.4%.

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