The TARIFF WAR Never Ended…IT WAS DELAYED...

About this episode

Mark Malek discusses the ongoing implications of the tariff war and its potential impact on inflation and the market.

Everyone believes the tariff war ended after the Supreme Court ruling. But what if that's completely wrong? Mark Malek breaks down the new tariff architecture quietly being rebuilt behind the scenes, including Section 301 actions, global surcharges, pharmaceutical tariffs, and why the market may be dramatically underestimating the inflation risks arriving this summer. With CPI, PCE, Fed policy, bond yields, corporate margins, and consumer spending all hanging in the balance, investors need ...

People in this episode

Guest: Mark Malek

Topics covered

• tariff war
• inflation risks
• market analysis
• economic policy
• investing strategies

Keywords

• tariff war
• inflation
• CPI
• PCE
• Fed policy
• bond yields
• corporate margins
• consumer spending

Mentioned in this episode

Organizations: Supreme Court, CPI, PCE, Fed

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