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The Spread Thread

@spreadthread1

Former head of credit strategy | Investor/Trader | Add your email at TheSpreadSite.com to receive our research to your inbox for no charge

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linkhttp://www.TheSpreadSite.com calendar_today31-03-2022 23:17:16

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The Spread Thread
@spreadthread1

4 months ago

Keeps amazing me how so many argue trump caved. Great example of higher prices driving a bullish narrative. Yes trump softened his rhetoric. But he caved on very little. The effective tariff rate has barely budged since the 90 day pause, and “deals” are making that clear.