Tariff pause may snap back harder than expected, liberation Day 2.0 looms as trade tensions simmer
From a macro perspective the tariff policy outcome is far more important than the nuances of the big beautiful bill. Even with the China "deal" a couple weeks ago rates are still quite elevated, with the question ahead of whether further relief comes or we revert back. pic.twitter.com/96CKCNBmFm — Bob Elliott (@BobEUnlimited) May 22, 2025 …