Shoppers will pay: “Significant tariffs on China [would] have all sorts of wide-ranging implications—not only in the supply chain, but [in] the overall economy,”
The leveraged loan market is seeing Trump’s election as a “tailwind” for after-tax corporate profits, “through lower expected corporate tax rates, less regulation, and higher inflation.”
“I would expect there’ll be less aggressiveness. This administration has been hyper-aggressive. Even if you dial it back to a normal level, that’ll be a change.”
