Eurasia Group on Geopolitics and New Trade Order
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Navigating Tariffs and Trade in Current Markets
This chapter explores the complexities of U.S. equities amidst high investment weights and poor portfolio performances, with a significant focus on the ramifications of tariffs across various sectors. It highlights historical economic leadership's influence on global trade, the rise of digital assets as alternative payment systems, and the political dynamics affecting trade negotiations and Federal Reserve policies. The discussion emphasizes the cyclical nature of economic downturns and the need for alternative investments in an evolving financial environment.
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