Paul Sweeney

speaker

2,349 appearances 315 recordings 8 series first heard Sep 2024 last heard yesterday

Paul Sweeney’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 282 in all, peaking in May 2026 with 51.

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It's come back a little bit.

But what's notable here, Paul, is that the best performing group among 24 groups is the consumer durable and apparels group.

Lululemon, for instance, jumping about 5% right at the open.

It's paired some of that advance to 2.4%.

Lululemon, along with other companies, presumably...

hurt by these tariffs would benefit, therefore, with the removal of these tariffs.

Although, as Tyler made clear, it's not clear whether there would be a refund or how that would even be put together.

And just a quick mention, equities building on their advance a little bit with the S&P 500 now up a third of 1%.

Treasury yields are higher.

And the thinking is that the removal of tariffs would leave a budget hole that we know already surpassed $130 billion as of December.

Treasury would need to sell a lot more bonds to bridge the gap, and that would put some pressure on yields, upward pressure.

And of course, if there are refunds,

As part of it, that would only make the situation worse.

It would exacerbate these moves.

And also, all the different sections that you cited,

Most of these tariffs can't be imposed instantly.

There's a bit of waiting time.

And we know the president wants to declare something and have it kind of be in effect almost immediately.

And the IEPA tariffs allowed him that flexibility, as you put it.

And it's just our luck that Tyler Kendall happened to be in New York today.

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