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?
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The Tariff Mismatch Theory
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