Navigating Tariffs and Fed Policy

This chapter examines the impact of U.S. tariffs on China and the subsequent uncertainty surrounding economic policies and Federal Reserve decisions. It discusses the complexities of trade negotiations, particularly the internal dynamics of the Fed and the need for clear decision-making. Additionally, it assesses the challenges in the energy sector and the predicaments faced by U.S. oil producers, alongside a broader analysis of potential interest rate cuts and their market implications.