← Leaderboard
SL
Steve Liesman
CNBC (senior economics reporter)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
NeutralTariffs
leaning · 2026-07-17
He then reports the data point the test turns on: 'if the price of imported goods was going down, it would show the discount for the tariff that's being paid, but it's not' (@23:13); BLS showed higher non-fuel import prices, with a possible AI-imports component (@23:35).
“If import prices don't fall, it suggests that we're paying the tariffs.”
'look at what happened when we dropped rates to 3%... It won't help you because you're still gonna pay more' (@25:51). Cites Warsh telling him rates look neutral 'everything but housing' (@23:49) and CNBC survey showing housing is the No. 1 issue for 18-34 year olds. Teaser duplicate at 20:31; in-context occurrence filed.
“Bring the rate down, that'll improve affordability. Not in a situation where we have a supply deficit, right?”
Follow Steve Liesman
One short email when Steve puts a new call on the record, and when a verdict lands on one. Plain words, free.