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Its helping our stock market specifically
But our stock market is just on the same trajectory it's been on for a long time (we had a little wobble--short acceleration followed by a crash, followed by a return to the trend). And the stock market is very much not the economy.
Again, it's going well, but it's been going well. I'm not seeing any reason to think that tariffs would be causing that (and if you listen to conference calls, you'll especially not see that--it's bad news).
Just look at the last few SEC Qrtly filings from the Swiss National Bank, Japanese bank and others. Money that was going to China and EM in recent past is being heavily diverted particularly into FAANG stocks (well not FB). This was a recent trend exacerbated by our trade war with China and lack of trust for FDI there or denominating debt in Yuan
I'm skeptical of that, but more to the point, the market as a whole is just on the same trajectory it's been on.