Tariff and services inflation are coming, says RBC's Frances Donald

on set. Two of our favorite people, Kevin Gordon of Schwab, Francis Donald with RBC Capital Markets. Thank you for joining us.It's Brian. Nice to see you. So, I'm reading Pal's speech here, Kevin.Higher tariffs have begun to push up prices in some categories of goods. We expect the effects of tariffs to accumulate over coming months with high uncertainty about timing and amounts. I I could read this and actually make the case for a rate hike.Yeah. Yeah, I mean I think he to me the speech was all about balan ...