What We Told Hedge Funds: Fiscal Worries and Reciprocal Tariffs Out, Reflation and Sectorial Tariffs In
Markets may be noisy, but macro remains calm beneath the surface. Trump and Elon’s public spat is entertaining but economically empty, and meanwhile reflation continues to brew underneath the surface, amplifying the argument to be patient in both equities and crypto despite recent turbulence.
Markets may be noisy, but macro remains calm beneath the surface. Trump and Elon’s public spat is entertaining but economically empty, and meanwhile reflation continues to brew underneath the surface, amplifying the argument to be patient in both equities and crypto despite recent turbulence.
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