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2024 Year-End Special!

The Market Huddle

CHAPTER

Inflation, Tariffs, and Economic Divides

This chapter explores recent shifts in inflation expectations and the skepticism surrounding the effectiveness of tariffs on price levels. It highlights the ideological tensions within economic policy-making circles and discusses the potential global economic risks that may arise, particularly concerns about a recession in Europe and Canada. Additionally, the chapter emphasizes the consequences of a strong U.S. dollar on domestic manufacturing competitiveness and touches on market seasonal trends.

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