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Uncertainty Hurts Growth and Investment
- Trump's trade policies have significantly raised economic uncertainty and hurt investment and growth.
- More clarity in policy direction is needed to restore confidence and improve economic prospects.
Markets Reflect Growth Concerns
- Market repricing reflects slower expected growth and investment cuts by businesses.
- Dollar weakened slightly due to policy uncertainty, surprising some investors.
Dollar's Enduring Reserve Status
- The U.S. dollar will remain the global reserve currency for decades.
- Debt levels and deficits could pressure the dollar's value but won't dethrone it soon.