Pressure-Track Model: “Tariffs on the Line”
1) Tracks (0–10 scale unless noted)
• Inflation Pressure (IP): captures CPI/retail price optics felt by voters (apparel, jewelry, APIs/generics, shipping). Getting there. My subjective analysis is that it is 3/10 now. Maybe 4/10.
• Business Lobby Pressure (BL): retailers, pharma, auto, logistics, trade groups. Not much pressure yet. I ‘d give 2. If India stops boeing orders and gives them to airbus than could increase. Problem is dependance on NVIDIA chip for AI.
• Swing-State Politics (SP): district/state-level job/price backlash that campaign cares about. This will also be a dependant variable on inflation.
• Legal & Institutional Headwinds (LH): court challenges, congressional pressure, WTO heat (0–6). Problem is that the time line of court is several months to a year. I wouldn’t bet on this . giving it 1/6
• Geopolitical Leverage (GL): White House view that tariffs help extract concessions (energy/defense/Russia stance). I’D GIVE THIS 6
• India Resolve/Workarounds (IR): India’s ability to diversify markets, craft carve-outs, or offer face-saving deals (0–6). I’d give it 3-4
Right now I feel IP=3-4, BL=2, SP=2, LH=1, GL=6, IR=3.

engles matrix
to be continued.