Macro Weekly: Tariffs are DEAD, the Fed will be DISCIPLINED
Автор: No BS Macro
Загружено: 2026-02-23
Просмотров: 534
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This week in macro was packed. The Supreme Court struck down Trump’s global tariffs, a Fed study claims Americans are paying 90% of those tariffs, and FOMC minutes revealed discussions about potential rate hikes. We break down the political fallout, what it means for markets and crypto, whether the Fed is serious about hiking again, and how key data like GDP, PCE, consumer sentiment, and manufacturing PMI shape the outlook from here.
Macro volatility isn’t over — but neither is opportunity.
Original Sources
1) • Trump Tariffs Are a Sales Tax, Krugman Says
2) • Tom Lee: Supreme Court Ruling. What It Mea...
3) • Watch CNBC's full interview with White Hou...
4) • Fed's Kashkari Slams Hassett Comments on T...
5) • Markets Weekly February 21, 2026
6) • Danielle DiMartino Booth: We're In A Reces...
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