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When “Liberation Day” Replaces “Infrastructure Week” Replaces “Groundhog Day” ™…

When “Liberation Day” Replaces “Infrastructure Week” Replaces “Groundhog Day” ™…


Trump on TruthSocial (Bloomberg):

“TARIFFS WILL START BEING PAID ON AUGUST 1, 2025. There was no change to this date, and there can be no change”

Determine 1: EPU (blue, left scale), and centered 7 day transferring common (purple, proper scale), SF Fed Information Sentiment index (inexperienced). Crimson dashed line at “Liberation Day”. Supply: policyuncertainty.com, SF Fed, and writer’s calculations.

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