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Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs
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Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs

Tariff impacts, a swing through global currency markets, and some LatAm election watching

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Ian Bezek
Apr 22, 2025
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Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs
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Summary

  • Quantifying the impact of tariffs on individual sectors such as fast food and advertising.

  • Why Powell won't be getting fired at the Fed.

  • Right-wing wins election comfortably in Ecuador. Positive development for LatAm markets ahead of pending elections in Chile and Colombia.

  • The Swiss Franc has soared as part of a "safe haven" trade. I believe that's…

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