The big question is this....
If Countries all come in and tariffs pretty much go to zero around the globe, will the stock market race back and set new all time highs so fast your head will spin?
Or
Are these tariffs the excuse to sell off over valued stocks because they know the economy is slowing down on reduced FED QE?
I think it's the latter. But I'm hoping the first happens and markets rocket up before data shows economy is slowing. I just can't see any way we can stop FED QE, cut trillions in government spending without the economy slowing (a lot).
If Countries all come in and tariffs pretty much go to zero around the globe, will the stock market race back and set new all time highs so fast your head will spin?
Or
Are these tariffs the excuse to sell off over valued stocks because they know the economy is slowing down on reduced FED QE?
I think it's the latter. But I'm hoping the first happens and markets rocket up before data shows economy is slowing. I just can't see any way we can stop FED QE, cut trillions in government spending without the economy slowing (a lot).
Comment