Live from the FTWeekend Festival in London
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Tariffs, Complacency, and Market Dynamics
This chapter examines the complexities of current tariff policies and their impact on the economic landscape, emphasizing a troubling complacency among investors. It investigates the interaction between political actions and market performance, highlighting how sentiments around inflation and employment can diverge from actual market successes. Additionally, the discussion touches on global investment trends, showcasing the ongoing preference for U.S. assets amid fluctuating international interest.
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