Looking Through Tariffs, With Principal’s Shah: Macro Matters
FICC Focus
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Navigating Geopolitical Risks Amidst Tariff Instability
This chapter examines the impact of interest rate policies and tariff discussions on global economies, particularly focusing on the tensions between major powers like China and the U.S. It explores how these economic factors may influence regions such as Eastern Europe and Taiwan, potentially exacerbating inflation and complicating global supply chains.
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