- What we've seen so far is that tariffs haven't hurt
- I'm going to stick with the market's take, not economists
- A huge amount of trade with Vietnam is transshipment from China
- I would say that tariffs are not inflationary
- Greer will be working over the weekend on EU trade
- Countries should be careful, their rate could boomerang back to April 2 rate
- Japan has an election July 20, we will see what happens afterwards
- Both sides thought the UK was an excellent deal
- A lot of the jobs today were created by state and local governments
- Overall it was a good jobs number but it can depend on things like when teachers were hired or left payrolls
- I think we are going to see capex take off after the budget bill
- Lots of good candidates for Fed chair, will start working on that in the fall
There's nothing newsworthy here.
