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"content": "This is a rather quantified model. Almost that entire change is from the export/import situation.\n\nI think single outlier data prints should be minimized a bit, but nonetheless this sort of thing represents major headline risk that is now present.\n\nThe country does trillions of dollars of imports and exports in a given year, and the potential tariff tax on those now fluctuates massively within any given week. So if you're a business with 12-month planning goals and any sort of international exposure (which is most large ones), you'll likely hold back a bit until you get more clarity on what's going to happen.\n\n",
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