Excess Returns  cover image

Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia

Excess Returns

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Navigating Economic Uncertainties

This chapter explores the current state of GDP and its implications for the economy, focusing on factors like consumer behavior, government spending, and the impact of tariffs. It examines the resilience of consumers and evolving labor market dynamics, including the rise of the gig economy and part-time work. The conversation highlights the challenges faced by the Federal Reserve concerning monetary policy amid inflation and market volatility, underlining the intricate connections between tariffs and economic growth.

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