Steve Lord
speaker
944 appearances
4 recordings
1 series
first heard Jul 2025
last heard 7 Apr
Steve Lord’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
The other thing I wanted to call out is
We don't know yet what the tariff impact will really be.
No, for two reasons.
One is the tariff impact may be dissipated by deals, quote quote deals.
Some of the countries where quote deals have been made were actually the deals we already had in place that have been packaged again and turned into new deals.
But regardless, right?
And
The markets have an interesting ability of discounting what they think is going to happen and they're usually pretty good.
So, you know, you have these dual effects of the deals that aren't really deals, and in some cases new.
trade relationships will get
worked out, but the real downstream hit or impact of those things are six to twelve months away.
So everybody doing a happy dance in
looking at the May and June inflation ratings are not paying attention.
That's too soon.
We won't see it in inflation, we won't see it in jobs, we won't see it in any of these other things until the fall at the absolute earliest.
Wow, that's a long time.
You're starting actually one place I will say we may begin seeing it is a little bit like the pandemic in that you are starting to see supply chain bottlenecks that could be related to the tariffs.
For instance, there are some PC manufacturers that have stretching into six week back orders now, right now.
May not be that, may not be directly related to tariffs, maybe more related to the uncertainty we're talking about.
But it's there.
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