We'll See Very Little Impact on Consumer and Producer Prices From Tariffs, Milken's Bill Lee Says

The video discusses the impact of tariffs on the US economy, focusing on business confidence and investment rather than direct price effects. It highlights the potential for tariffs to reshape supply chains and the strategic use of tariffs in US-China trade negotiations. The discussion also covers the possibility of a Fed rate cut and its dependence on economic indicators like durable goods orders. Finally, it examines the global economic impact, particularly the role of China's economic data and fiscal stimulus efforts.

What strategies are being discussed regarding the reshaping of supply chains?

What indicators should be monitored to assess the impact of tariffs on the economy?