Tariff Refunds Are Small Macro
4:15–5:32 · 77s
Kaplan downplays Treasury shock from tariff changes, pegging the refund risk near $100B and highlighting stronger 2026 growth drivers in tax and investment.
4:15–5:32 · 77s
Kaplan downplays Treasury shock from tariff changes, pegging the refund risk near $100B and highlighting stronger 2026 growth drivers in tax and investment.
We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.