Sachs economist David Mericle on Wednesday stood by a controversial forecast that tariffs will begin to hit consumer wallets.
Related Questions
What is the anticipated timeline for tariffs to impact consumer wallets?
How will the tariff forecast affect Goldman Sachs' earnings outlook?
Will the forecast increase market volatility in the short term?
How does this tariff outlook compare to other major banks' predictions?
What is the expected impact on consumer discretionary and retail stocks?
Could this forecast influence the Federal Reserve's monetary policy decisions?
What are the implications for inflation expectations and bond yields?
How might the tariff scenario affect currency markets and trade balances?
What positioning strategies should we consider to mitigate or capitalize on these tariff impacts?
Which sectors are most vulnerable to higher consumer costs due to tariffs?