The Tariff Mismatch Theory episode artwork

EPISODE · Aug 1, 2025 · 32 MIN

The Tariff Mismatch Theory

from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly

Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?

Episode metadata supplied by the publisher feed · Published Aug 1, 2025

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The Tariff Mismatch Theory

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