A Corrected Market?: Economist Brian Wesbury looks at the events of the past week: “Obviously, the tariffs have been the catalyst behind the recent drop in stock prices. And stocks may go lower from here. But stocks were overvalued even before the tariffs and if tariffs weren’t the trigger for the drop in stocks, something else would have been.” Check out his one page analysis of “Tariffs, the Economy, and Stocks.”
Rising pricing: ITR Economics’ Lauren Saidel-Baker reports that through the end of March, inflation was “disinflating” but may not remain that way for long due in part to the tariff situation….and she reminds us not to lose site of the Fed’s Dual Mandate in planning pricing and production. Check out ITR’s latest Fedwatch. .
New Econ Recon Features:
Policy Uncertainty Index
Trade Policy Uncertainty Index
I’m also adding Vistage’s “Tariff Resource Center.” (available to non-members) The center’s offerings include:
Insights from Experts
Strategies from fellow CEOs
Third Party Perspectives
