Koudounis: Goal of Tariffs is Lower Rates; ‘V-Shaped Recovery’ Coming

John Koudounis thinks the actual goal of tariffs is to get the Fed to lower rates. “Every basis point is billions of dollars the government will save.” He thinks Trump wants to “reopen the monetary floodgates.” He advises investors to “stay in” to not miss out on the upside; he expects a “huge, V-shaped recovery.”

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