- There is a lot of uncertainty about tariffs
- A lot of the sentiment shift is about tariffs
- It’s conceivable the hit to confidence could be bigger than the tariffs themselves
- The good news is that there are resolutions of trade uncertainty and confidence could be restored
- I take very seriously the hit to confidence, the longer it lasts, the more-meaningful it is
- I’m uncertain about the effects of tariffs
That’s a more-dovish take.
This article was written by Adam Button at www.forexlive.com.
