
Are Investors Complacent?
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Economic Dynamics: Tariffs, Inflation, and Fed Policy
This chapter examines the latest U.S. inflation data and its impact on economic growth, highlighting the role of tariffs and their surprising effects on the market. It delves into the potential consequences of a significant fiscal package and discusses expectations for Federal Reserve interest rate adjustments against the backdrop of a slowing economy. Additionally, the chapter addresses the implications of recent Supreme Court rulings on the Federal Reserve's independence and the shifting landscape of monetary policy.
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