We rushed this episode to the front due to its timiliness. Connor Lokar was on with me this fall and he and I agreed to check back in after the election. Oddly, we felt if SHE were elected President it would lead to uncertainty. Instead, HE was elected and we've gotten degrees of uncertainty that no one had predicted.

Connor and his collegues at ITR say growth is coming this year, UNLESS....too many factors to list. Connor and his team are no fans of tariffs in any way, shape, or form. They're inflationary. Period. And they will hit all of us. Will they prevent economic growth? No way to know. On and off tariffs and threats of tariffs prevent business leaders from being able to plan. It's leading to uncertainty. Lots of it.

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