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Tariffying!

Strategy Report ·David Roche ·30 Mar 2025

Tariffying! US “remedial” tariffs to be announced on April 2 will raise the US effective tariff rate to above 15% - a level not seen since the Great Depression era. This is above the level needed to cause Tariff-Induced-Stagflation in the US economy. The announcement will co…

#US Tariffs#Geopolitical Disruption#Trump Tariffs.#Geo-economics#Geostrategy#Protectionism#Tariffs#Geopolitics#Equity Bear Market#Geopolitical Fragmentation#Secular Bear Markets#Bear Markets#Global Geopolitics#Remedial Tariffs Read More
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US Key Tariff Dates

Strategy Report ·David Roche ·24 Feb 2025

Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need …

#Remedial Tariffs#EU-US Trade War#US-China Trade War#Trade War#Tariffs#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs Read More
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