Mayfield: Pushing the tariff deadline is leading traders to believe there's room to negotiate

surprised at all about this reaction with the US markets. We're seeing futures pull back a bit. We'd heard a lot about the the taco trade, quote unquote Trump always chickens out.Do you believe that investors now believe that these tariffs will take place on August the 1st. Uh, no. I I I think that clearly I think markets would be quite a bit lower if investors expected uh a reversion to, you know, near liberation day tariffs for a lot of countries in a couple of weeks.I think that pushing the the deadline ...