Nathan Dean

speaker
116 appearances 22 recordings 1 series first heard Jan 2026 last heard 5 Jun

Nathan Dean’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
9 · Feb OctJan 26AprJulnow

Recordings per month over the last 12 months — 22 in all, peaking in Feb 2026 with 9.

Appearances

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So I don't think the White House is going to be able to say, look, here's what the 301 tariff is for everybody across the globe.
I think there's going to be specific targeted tariffs towards countries.
But at the end of the day, I don't think Congress has much of a role here to play because 301, according to our analysis, is pretty firm.
Under 122, President Trump could just say across the entire globe 15%.
301 has to be specifically targeted towards an investigation and towards a country.
So I don't think the White House is going to be able to say, look, here's what the 301 tariff is for everybody across the globe.
I think there's going to be specific targeted tariffs towards countries.
But at the end of the day, I don't think Congress has much of a role here to play because 301, according to our analysis, is pretty firm.
Under 122, President Trump could just say across the entire globe 15 percent.
301 has to be specifically targeted towards an investigation and towards a country.
So I don't think the White House is going to be able to say, look, here's what the 301 tariff is for everybody across the globe.
I think there's going to be specific, you know, targeted tariffs towards countries.
But at the end of the day, I don't think Congress has much of a role here to play because 301, you know, according to our analysis, is pretty, pretty firm.
You are going to see statements from the president, from the White House over the next few weeks to try and drive affordability.
But it's only going to have so much impact if they can't get the policy through and or there's an inflationary aspect from tariffs on the other side as well.
It's just one of those situations where, you know, the message sort of gets muddled.
What it really means for those of us in the markets, well, two things.
One, there's really not a much market impact from this.
You know, maybe eventually if TSA workers call in sick, you could see some airline disruptions in a couple of weeks.
But the message we've been telling our clients is that the rest of the government, the other 11 appropriation bills, is funded through September 30th.
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