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Economic Cycle Still Has Room to Run, Even With Tariffs: Scott Colbert, Commerce Trust

The Contrarian Investor Podcast

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Navigating Tariffs and Economic Perspectives

This chapter explores a contrarian view on the economy's mid-cycle phase amidst tariff concerns, discussing their purpose and impact on trade relationships with countries like China and Mexico. It highlights how manufacturers have adapted to tariffs, particularly in the furniture and auto parts sectors, and reassures that these adjustments are unlikely to trigger a recession.

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