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EM Fixed Income Focus: What we know (or don’t) after Week 1

At Any Rate

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Emerging Themes in U.S. Tariff Strategy

This chapter explores the changing landscape of U.S. tariff policies under the new administration, focusing on unpredictability and varied viewpoints. It analyzes a proposed framework for tariffs aimed at unfair trade practices, revenue generation, and negotiation tactics, using specific examples to illustrate a strategic approach.

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