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A Cato Institute and Morning Consult survey of 4,150 registered voters, released on the 17th local time, found 74% believe tariffs have pushed prices higher, including 84% of Democrats and 66% of Republicans, with roughly three quarters saying the issue will weigh heavily on their vote in the November midterms. That cross-party agreement raises the political cost of maintaining broad tariffs, which is the key channel into inflation expectations, the Fed's cut path, UST yields and the dollar, and by extension into equity multiples and high-beta assets such as BTC and ETH. The read changes only on hard evidence: upcoming CPI and PCE prints showing tariff pass-through, or concrete signals of tariff rollback or exemption ahead of the election, rather than sentiment data alone.
As a Macro signal, confirm the link to liquidity, rates, policy timing, and price reaction before drawing a trading conclusion.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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Influencer Threads
Dalio says that even as policymakers try to hold short-term rates down, long-term rates are rising relative to short rates, a trend he says is already visible alongside a weakening dollar and moves in gold. In his view, with bonds falling and stocks rising, prospective equity returns are now low versus bonds, which translates into broader pressure on the stock market.
Anthony Pompliano notes Trump's announcement of $5,000 stimulus checks and argues, as his own view, that the more money is handed out, the higher bitcoin, gold, and land will go. The implied channel is added liquidity supporting hard assets.
Ray Dalio shares his view that an ideal economy combines strong, broadly shared growth and wealth creation with contained inflation, noting that both growth and inflation matter. He says he was recently asked to explain stagflation and how it relates to the monetary situation he believes we are currently in, and is sharing that explanation.
