SeekingAlpha

Unpacking Global Fiscal And Trade Imbalances

SeekingAlpha

The recent implementation of tariffs has the media buzzing about increased recession odds as the consumer faces potentially higher costs.

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Many economists have changed their forecasts to include a recession for this year, and that could still occur.

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The US stock market is close to falling 20% from its previous peak, which is considered the trigger for a bear market. Click to read.

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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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A global trade war could curtail economic activity. But there’s also inflation concerns from higher tariffs. The Fed has to choose between prioritizing inflation taming or supporting growth.

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Overall U.S. Tariff Level Still High Despite Exemptions

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Dialing Down Reciprocal Duties On Phones, Computers, Later Increases A Risk

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We expect a gathering of mega-forces to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design.

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From artificial intelligence to tariffs to macroeconomic uncertainty, threats are mounting to businesses, equity holdings and portfolio returns.

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Automation has already had an impact on security operations, through domains such as security orchestration, automation and response.

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Tariffs represent the challenging first phase of this reset, but they are a necessary tool to rebalance global trade. Click to read.