Tariff announcements have been recurring for a year with 'fits and starts,' suggesting policy uncertainty rather than permanent trade regime change; investors should monitor whether tariffs actually translate into sustained price pressures.

factualpending

Speaker

Jason Draho

Evidence Quote

we've been talking about tariffs now for a year, right? And there's been a fits and starts going off and on, but what you're seeing that is showing up in goods prices.

Source

Jeffrey Sherman and Jason Draho: How Should I Be Positioned? | UBS On-AirDoubleLine Capital
Created: 8/12/2026, 10:36:49 PM

My Notes

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