Will tariffs lead to second-round inflation impacts? Podcast Por arte de portada

Will tariffs lead to second-round inflation impacts?

Will tariffs lead to second-round inflation impacts?

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 The podcast breaks down how Section 232 tariffs are not triggering broad-based cost-push inflation but are instead exacerbating supply-side constraints in the housing market, setting the stage for higher housing inflation. It delves into how tariffs, tighter border enforcement, and policy uncertainty are curbing construction and dampening homebuilder sentiment. The discussion further explores the strategic portfolio allocation of 60% stocks, 30% gold, and 10% Bitcoin designed to capture rising inflation risks, supported by bullish quantitative signals in a GOLDILOCKS market regime. Additionally, the podcast examines the implications of Powell’s stance on the 2% inflation target and the potential for a structural shift higher in the inflation target, highlighting the tensions between fiscal policy and traditional monetary policy in a landscape of evolving risk and opportunity.
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