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“Businesses can now claim refunds on Trump's tariffs that were ruled unconstitutional by the Supreme Court.”
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“Trump administration to begin refunding 166 billion in tariffs after the Supreme Court ruled the policy unlawful.”
“We all know it's going to be negative for Amazon.”
“In US though tariffs have a negative supply effect and this has added to goods inflation as I just mentioned before has been a headwind to ever stronger growth. The tariffs distort allocation. They weight on productivity.”
“In US though tariffs have a negative supply effect and this has added to goods inflation as I just mentioned before uh has been a headwind to ever stronger growth. The tariffs distort allocation. They weight on productivity.”
“So, what the effect is doing, this is destroying American businesses who import goods because there is no textile industry in the US. He can't go to Dupont in Tennessee.”
“And I think from an industrial activity standpoint like tariffs now look like they might actually end up being a little bit higher than they were preipa Supreme Court decision.”
“I think a big part that people missed about tariffs certainly the government types and and definitely the political types that hate everything about Republicans and Trump and tariffs. Um they forgot one thing. It increased the rate of change of corporate profits.”
“The tariffs program that we've seen if you're coming from the administration, quite frankly, is not helpful. It's created more uncertainty and we've got to figure out a way to help businesses know what they can expect.”
“So this is where there is no question that tariffs are creating inflation because we could see co inflation over here.”