新白宫通讯社Bill Ackman:中国太急着和我们做生意了,让我们给他们暂停180天吧……
Bill Ackman gives his optimistic take on what he expects over the next 6 -9 months:
- Ukraine / Russia war to be resolved.
- Some kind of resolution in the Middle East with Iran.
- Inflation largely run out of the economy and will stay down.
On tariffs: "I think tariffs, if they ultimately get resolved will increase the cost by a percentage of some products - but it's not like inflation that will compound - it's more like a one time reset."
"I think what's important is that tariffs get resolved in the relative short-term."
What does "resolved" mean on tariffs?
"I would say Trump has gotten the world's attention on trade imbalances and unfair trading practices with our partners."
"My argument is, made the point with China, but 145% tariff means we're ceasing doing business with China.
That has very negative repercussions for China and for U.S. small businesses and others."
"The right thing to do, in my view, is we pause on China - let's give it a little more time - maybe it's 180 days because we're going to be busy here. What that does is it stabilizes the risk to the U.S. economy and small businesses around the country. But China is now highly incentivized to make a deal."
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