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2024 Year-End Special!

The Market Huddle

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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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