Скачать или смотреть Tariff Talk: Talking the Supreme Court Ruling, Inflation, Jobs and Iran with James Stevenson & Ch...

James Stevenson and Charles Dayton discuss the recent Supreme Court ruling that struck down Trump's tariffs under IEEPA, exploring alternative tariff mechanisms like Section 122 and Section 301. They examine concerning trends in US economic data, including substantial downward revisions to job creation numbers and questionable inflation calculations that may not reflect consumers' actual experience with rising prices. The conversation also covers potential geopolitical risks, particularly around Iran and the Strait of Hormuz, which could disrupt global oil and LNG flows. Throughout the discussion, they emphasize how these factors could influence Federal Reserve policy and global commodity markets, drawing from their research publication 'Tariff Talk' that covers macroeconomic issues affecting energy and commodity markets.