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James Pethokoukis

American Enterprise Institute
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BearThe U.S. Economy 2026-07-21
His 'uncertainty scorecard' @1:18: the open-ended US-Iran war ('That's the thing about war. You don't know exactly when it's going to end' @1:12), new Canada tariffs that 'probably violate our current trade agreements' @1:31 so 'you can't depend on the trade agreements', and no real plan on tech regulation. Aired with oil around $85 and gas at a $4.02 national average.
“So three massive uncertainty factors, which I think are no doubt a drag on the economy right now and probably going forward.”
James Pethokoukis · American Enterprise Institute · CNBC ↗

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