Tom Orlik
speaker
158 appearances
1 recordings
1 series
first heard Apr 2025
last heard Apr 2025
Tom Orlik’s voice in public audio — every appearance, attributed to the second.
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Appearances
Kau Tao choice for other countries, right?
Do we see China and Europe and Japan saying
Okay, we don't want these tariffs.
Tell us what you want and we'll give it to you and you can take the tariffs away.
Or do we see them saying
You give us tariffs, we're gonna give you tariffs right back.
And if it's that retaliation path, that's gonna amplify the impact.
Second thing I think we'll be looking for is whether the Trump administration just pivots because of the markets, right?
We've got the Nasdaq down more than four percent today.
If that slide continues into the end of the week, into next week, if we see a very significant and sustained market fall,
It's possible that we'll see that Trump put come into play.
And then in terms of indicators we're going to be looking at, well, of course, we're going to be tracking the import and export numbers.
Another important one to look at is going to be the import price data.
That's going to tell us how much of this cost is being absorbed by foreign factories and how much of it is being passed through to US retailers and potentially the US consumer, who, by the way,
is also the US voter and midterms, well
Twenty twenty six, not that far away.
Just an absolutely enormous amount of fun, Tracy.
And my message to Odlots listeners is if Joe and Tracy come to your town, snap up a ticket immediately.
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