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Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner

Masters in Business

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Tariffs, Trade, and Economic Uncertainty

This chapter explores the effects of tariffs and trade policies on the U.S. and global economies, revealing how they create market uncertainty and impact consumer behavior. It highlights the unexpected resilience of businesses and the complexities of who bears the cost of tariffs, examining disparities in spending across income groups. Additionally, the chapter underscores the importance of robust economic data collection and analysis, stressing the need for improved methodologies to accurately reflect economic conditions.

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