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Trade Tensions and Market Fragility
This chapter evaluates the potential impact of trade disputes during a hypothetical Trump presidency, focusing on global companies and major tech stocks. It highlights the uncertainty stemming from fluctuating tariffs and their effects on supply chains, as well as concerns among foreign investors about the stability of U.S. financial assets. The discussion also contrasts the robust services sector with the challenges facing the goods economy, emphasizing the complexities of managing trade deficits and market perceptions.
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