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bO cook's avatar

Is currency somehow playing a role? Curious what you think of this blog post below. Ignore the political hogwash.

https://gnosticcapital.com/2025/07/14/us-government-import-tariff-receipts-now-exceed-5-3-of-net-revenues/

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Peter Farac's avatar

It likely is to some degree but it is difficult to know how hedged exporters are.

I like to think of it like a big melting pot where there will be naturally offsetting effects that work in the opposite direction tariffs do.

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