Will Stocks Really Just Ignore Tariffs and Inflation?
Update: 2025-08-12
Description
Will stock markets really just ignore tariffs and inflation? Markets cheered as Fed rate cut bets survived despite CPI data showing trade policy is boosting prices. tastylive's Head of Global Macro Ilya Spivak breaks down CPI inflation figures showing tariffs are starting to feed into higher prices for consumers, and considers why Wall Street chose to embrace them anyway.
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