Merril Lynch: Reality Check On Tariff Revenues, Layoffs And AI Debt Financing
17/11 10:30
“We reality check three dynamics that could challenge the path of least resistance (higher) for Equities into year-end. First, just as $34 billion in tariff revenue was collected in October, the legality of the Trump administration’s tariffs is now under review with the Supreme Court. The fallout matters for the U.S. national debt and deficit, […]...