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Navigating The New Tariff Landscape

SeekingAlpha

Trump’s announcement of the largest tariff increases in over a century feels like an economic earthquake. The initial shock has been delivered, but the true consequences are still forming.

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Will High Tariffs Push The U.S. Into Recession?

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The first weeks of the new U.S. administration have been disruptive, but we think sentiment can improve as its focus shifts from trade to tax cuts and deregulation.

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How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout

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Markets have been flipped upside down and volatility is through the roof. Financial experts Kenny Polcari, Tom Hayes and Jim Bianco break down what’s driving markets and fueling uncertainty.

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Clem Chambers on being bullish and bearish at the right time.

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The S&P 500 has surged in a matter of days despite new predictions of a recession. Click here to find out more on the U.S. economy.

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This blog examines why the ERP is declining, how alpha thrives in low-return environments, and most importantly, how investors can adapt to a beta-constrained future. Click to read.

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The Fed's Reaction To GDP Data: Key Momentum For Markets

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Despite weak demand, inflation pressures persist, driven by tariffs, supply chain issues, and a weaker dollar, leading to rising input and output prices. Explore more details here.

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Here is my list of three expert market predictions for May 2025, including insights on yields and job market trends. Read what investors need to know.