2min chapter

Forward Guidance cover image

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

Forward Guidance

CHAPTER

Economic Friction: The Impact of Anticipated Tariffs

This chapter explores the impact of potential tariffs on importers and the resulting changes in inventory management due to uncertainty in trade policies. It critiques the strategic manipulation of tariffs, highlighting the complexities and unforeseen consequences that arise from such economic decisions.

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