Say we get Trumps 10% tarrifs.
What's the correlation here. If tariffs are inflationary does this increase the odds we end up raising rates, and we see yields go up and prices go down again?
And if so, I would assume it would take some years to run thru the system or would the bond market react prior to any impact on inflation and rate changes?
What's the correlation here. If tariffs are inflationary does this increase the odds we end up raising rates, and we see yields go up and prices go down again?
And if so, I would assume it would take some years to run thru the system or would the bond market react prior to any impact on inflation and rate changes?