4 April 2025What's premium for the US economy is pullback for the investor.... We knew it was coming - here's Joseph Wang on March 31, 2025:"Revenue SideThe Administration's overall revenue goals suggest that Liberation Day will unveil tariffs that are both large and persistent. Officials have guided towards a goal of a reducing the fiscal deficit from 6% to 3%, which implies a $2t deficit reduction. Recent communication suggests half of...
