Noam Blum
Maybe an out of pocket prediction here, but I think after some serious public displeasure, he'll find a way to back off from the tariffs and spin it as a victory to bring down prices.
Seth Mandel
He just likes tariffs. He thinks they're good. This particular tariff plan might be disastrous enough to teach a hot-stove lesson on public opinion and prices, it might not. But that's it. There's no complex economic debate happening on the inside. He just likes tariffs.