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

Excess Returns

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Navigating Tariff Turbulence

This chapter explores the chaotic landscape of recent financial markets, primarily influenced by the instability of tariff policies. It highlights how uncertainty affects business decisions, with executives adopting a cautious approach amidst fluctuating confidence and potential impacts on hiring and investments. The conversation underscores the critical need for clarity in tariff narratives to foster stability and support corporate profitability in a volatile environment.

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