Worse than the worst case scenario
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So many things to say so we don’t even know where to start. It is clearly “worse than the worst-case scenario” (Dan Ives). UBS says that a permanent implementation of the reciprocal tariffs would result in inflation rising to 5%. Russell 2000 futures point to a drop of over -5% today. However, we are of course only one Truth Social post away from having to change the narrative again. Let’s have a look at the a wide variety of comments from around sell-side.
