Institutional Investing / Market Outlook

The Truth About Tariffs

This installment of The Top Down is The Truth About Tariffs, which examines the potential impact of President Trumpโ€™s proposed tariffs.

Key Points:

  • As tariff fears dominate headlines, consensus leans heavily on economic theory calling for higher prices and lower growth
  • These fears overlook the adaptive nature of markets, corporations & consumers, underestimating their ability to navigate this environment
  • While weโ€™re no advocate of tariffs, the ultimate impact is likely overblownโ€”a catalyst for bullish market surprise

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