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462 points JumpCrisscross | 1 comments | | HN request time: 0s | source
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jameslk ◴[] No.45078256[source]
> Repricing, though, isn’t as easy as changing a tag—in part because suppliers and big-box stores are engaged in an epic tussle over who will pay what.

> Retailers, including Lowe’s and Home Depot, buy Thompson Traders’ wares and set the retail price themselves. And they have been reluctant to pay Thompson Traders more.

It seems like this sort of scenario would benefit from some kind of risk protection, like insurance, or a futures market

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SpicyLemonZest ◴[] No.45078501[source]
I don't think it's an insurable risk. If you were trying to underwrite some "adverse effects of government regulation" policy in 2024, would a surprise 50% tariff on Indian exports have even entered your calculation?
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1. estearum ◴[] No.45079858[source]
Maybe not insurable, but there are firms buying and selling tariff and affiliated refund risk. Howard Lutnick's former firm is brokering such deals, in fact.

https://www.wired.com/story/senators-probe-cantor-fitzgerald...