A surprisingly non-emotional, non-partisan economic take on tariffs. No actual conclusion / prediction beyond what happens to currencies and rates.

(And I'm not a big Dalio fan.)

Ray Dalio

A surprisingly non-emotional, non-partisan economic take on tariffs. No actual conclusion / prediction beyond what happens to currencies and rates.

(And I'm not a big Dalio fan.)

https://x.com/RayDalio/status/1907489922359132627

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

Balanced analysis. We're on day two. I expect some negotiation. US consumer will take a hit for sure. People were at car dealerships until 11pm the other night making deals before the tariffs.