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![Arya__Deniz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1714446178631233536.png) Arya Deniz [@Arya__Deniz](/creator/twitter/Arya__Deniz) on x 1284 followers
Created: 2025-07-15 13:11:53 UTC

@jasonfurman You are not wrong, but the positive effects from tariffs (both quantifiable and arcane) outweighs the de minimis impact on CPI (so far) - core CPI came below expectations.

We should all be humble about underwriting this macro environment


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[mergers and acquisitions](/topic/mergers-and-acquisitions)
[inflation](/topic/inflation)
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