Trump War Vibes Are Inflammatory And Inflationary

Tariffs are inflationary, as companies immediately pass costs to consumers even before they take effect.

Space Grey Ipad Air With Graph on Brown Wooden Table

Image Source: Pexels


In this short clip from Live Trading Room (Feb 11, 2025), Samantha LaDuc explains how tariffs are inflationary, as companies immediately pass costs to consumers even before they take effect.

She highlights how oil is rising alongside yields, with a particular focus on gold—specifically GLD—amid market uncertainty.

Describing the current environment as a “cat in the hat” market, she notes that oil is bouncing due to a war premium driven by escalating geopolitical tensions.

Meanwhile, bonds have tapped back down, but for equities to see a more significant selloff, both oil and yields would need to spike further.

Video Length: 00:06:42


More By This Author:

Suspended Disbelief
Trump’s Tariffying Talk Takes A Turn
Don't Just Sell Calls Because Something Is Going Up

Comments