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BOE: Poorly Positioned For The Current Environment, Resulting In Falling NAV

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Navigating The New Tariff Landscape

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The Height Of Policy Uncertainty

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Trump’s tariff shock and its implications for global goods and capital mobility have reset the clock. What did the global economy look like before this? Turns out it was doing pretty well.

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First Principles In The Face Of Uncertainty

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As the second quarter of 2025 approaches, the global economy advances with a mixture of resilience and unease.

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