๐Ÿ“ˆ TKer by Sam Ro

๐Ÿ“ˆ TKer by Sam Ro

A BIG economic question right now ๐Ÿค”

Tariff threats have people pulling forward purchases, and that means payback down the road ๐Ÿ’ธ

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Sam Ro, CFA
Mar 04, 2025
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An AI-generated image of people pulling a rope.

The U.S. economy has been making mostly the wrong kinds of headlines over the past few weeks, as economic data have been disappointing.

Still, the balance of data reflects a cooling economy that nevertheless continues to grow, with some key metrics even trending at record levels.

But with global trade war fears intensifying, a big economic question is emerging: To what degree does todayโ€™s economic activity reflect a pull forward of purchases that wouldโ€™ve occurred further down the road?

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