David Gurra

I think a lot of companies and countries probably feel the same way.

I think a lot of companies and countries probably feel the same way.

They're going to wait to see how all this plays out.

They're going to wait to see how all this plays out.

And I think that question about

And I think that question about

refunds is going to loom large here uh 170 billion dollars worth of tariffs collected how how businesses are going to get that back what's going to happen with these suits and then

refunds is going to loom large here uh 170 billion dollars worth of tariffs collected how how businesses are going to get that back what's going to happen with these suits and then

You know, I'm thinking about the role that that's played in the administration's justification of the policies they've put in place outside of trade over the last year.

You know, I'm thinking about the role that that's played in the administration's justification of the policies they've put in place outside of trade over the last year.

I mean, the country, as seen by President Trump, is counting on that money coming in.

I mean, the country, as seen by President Trump, is counting on that money coming in.

So what does it mean for the United States' fiscal house is just a huge question.

So what does it mean for the United States' fiscal house is just a huge question.

So uncertainty about those refunds, then just this kind of not alphabet soup, but numerical soup of tariffs he plans to put in place, the 122s and the 301s, the 232s.

So uncertainty about those refunds, then just this kind of not alphabet soup, but numerical soup of tariffs he plans to put in place, the 122s and the 301s, the 232s.

I just think we're going to be swimming in this fog for quite a while.

I just think we're going to be swimming in this fog for quite a while.

Yeah, I mean, I think that it leaves the Fed in largely the same position that it's been in, which is kind of flummoxed as the economy continues on the pace that it has been.

Yeah, I mean, I think that it leaves the Fed in largely the same position that it's been in, which is kind of flummoxed as the economy continues on the pace that it has been.