President Donald Trump ’s economic policies are so bad, so baffling, and so poorly communicated that CNBC host Jim Cramer wonders if he’s deliberately trying to cause a recession.

Lower rates can stimulate the economy, and Cramer said the data in the CPI report gives the Fed room to cut, which would benefit the market as a whole. The central bank may actually have to cut, he continued, because tariff increases could lead consumers to spend less, which in turn means many retailers will miss their estimates.