Damus
Lyn Alden · 59w
A lot of investors would benefit from reading Stephen Mirran's November 2024 report on restructuring global trade: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide...
curt finch  profile picture
To mitigate financial market volatility, Miran suggests gradual tariff implementation, clear forward guidance, currency policy coordination with allies, targeted tariffs based on trade/security practices, deregulation to offset economic drag, avoiding sharp currency shocks, using tariff revenue for economic growth, and ensuring strong enforcement in trade deals. The goal is to restructure trade without triggering market instability.

the administration is already not doing the first three
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