May. 6 at 5:29 PM
https://seekingalpha.com/article/4898804-tariff-refunds-are-coming-and-they-could-keep-interest-rates-higher-for-longer
Tariff refunds of roughly
$170 billion are symbolic, not transformative, for US debt but provide relief to affected businesses.
Consumer staples
$WMT ,
$COST ,
$PG ,
$KO , etc. likely benefit, with margin expansion,tariffs unwind and inflation moderates.