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The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25

The Exchange

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Impending Policy Changes and Their Impact on Retail and Consumer Debt

This chapter examines the Trump administration's plan to eliminate the de minimis exception and its implications for U.S. retailers. It also analyzes the consumer economy amidst increasing consumer debt, featuring insights from analysts on how businesses and consumers are adapting to these changes.

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