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Tariffs Will Continue Until Morale Improves
Tariffs Will Continue Until Morale Improves Via The Variant Perception blog, The relative strength of the US economy makes tariff threats an effective negotiating tool, and “America First” trade and security priorities mean tariffs will remain a feature of Trump's second term. Allocations to volatility and TIPS should prove the best hedges for headline risk and the stagflationary impulse from implemented tariffs. As tariff announcements start to dominate headlines, we provide
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