Tariffs and anti-immigration policy should be inflationary on balance, but the deregulatory agenda could unleash productivity growth in the United States, creating an uncertain net effect that markets are currently pricing as primarily positive.
forecastpending
Speaker
John LiberEvidence Quote
“on balance these should be inflationary uh we just don't know how far Trump's going to go with all of this his deregulatory agenda could be the Leading Edge of the spear that ends up really unleashing a lot of productivity growth in the United States and that's kind of what you see the markets pricing in right now”
Created: 8/11/2026, 7:36:10 AM
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