Daily BriefsMacro

Daily Brief Macro: Trump Vs. Powell: LET THE GAMES BEGIN and more

In today’s briefing:

  • Trump Vs. Powell: LET THE GAMES BEGIN


Trump Vs. Powell: LET THE GAMES BEGIN

By David Mudd

  • Trump and Powell have had an acrimonious relationship since Trump’s first term and that continues today.
  • Trump’s fiscal policies will create crosscurrents for the US economy and run counter to Powell’s objectives as chairman of the Fed.
  • Although tariffs can be implemented quickly, they must run concurrently with other policies to restrain their inflationary effects on the US economy.  Other policies will take longer to implement.

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