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Liberation Day, Round 2: Trump’s Tariffs & the AI Talent Race 7/8/25

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Retail Dynamics and Global Trade Tensions

This chapter analyzes the varying stock performance of major retailers while evaluating the impact of political policies on business. It also discusses the geopolitical implications of tariffs and the evolving landscape of international trade relations, particularly in light of recent developments in the Middle East. The conversation highlights the complexities of economic forecasting amidst these challenges, setting the stage for future discussions.

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