Kelly Evans
@KellyCNBC
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CNBC anchor of "The Exchange" and “Power Lunch.” Come help babysit anytime. On Instagram “realkellyevans.” Sign up for my newsletter - link below!
Joined August 2019
RT @NickTimiraos: Yellen: I don't talk to Secretary Bessent. He has undone everything I worked on at Treasury. Bessent: "I couldn't even t….
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Ultimate Q: will the tariffs continue to be--and increasingly be--absorbed in foreign profit margins, or not.
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Foreign exporters have so far absorbed 20% of the tariff costs.
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The biggest Q in all of this. to make it "work" for both the Treasury, the stock market (i.e. corporate America) and smaller businesses, AND the consumer. Is how much foreign exporters will actually cut prices. (If less than example above, this doesn't all "work").
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How can you have tariff revenues AND disinflation? (per the @Lavorgnanomics discussion just now). Let's say Japanese carmaker cuts price to 0.7x.Importer pays say .15x tariff.(So you're getting tariff revenues).Consumer price is still "cut" to 0.85x .So you still get deflation.
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wait what.
🚨🚨HOUSE REPUBLICANS have failed to clear a procedural motion that would allow consideration of a pair of crypto bills and the defense spending bill. 196-222. Huge blow to crypto’s sway in dc.
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"This newfound demand could lower government borrowing costs and help rein in the national debt." Unless.
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Great stuff @firstadopter.
Full @CNBC interview with my latest thoughts on Nvidia $5 trillion, why is AI underhyped and the importance of Jensen's leather jacket indicator at the White House. Thank you @KellyCNBC for having me on again.
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Ain’t me…everyone knows it’s KNE 😉.
@KellyCNBC Just wanted to let you know that your personality has been abducted. Someone reached out to me for trading. Thought you should know.
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But nothing is ever final - and multi trillion tech companies are the new normal .$MSFT $AAPL $AVGO $GOOGL $AMZN $TSLA
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“it’s tempting to dismiss this as absurd, ridiculous, and unsustainable…”
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". thinks the deficit could actually fall from its current 7% to more like 4.5% to 5% as all of these policies fully take effect."
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Note - this should read $2.2 *trillion* for Yale's estimated net tariff revenues over the next decade.
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