stock valuations too high
Read more ↗1) How trade policy and tariffs hit markets (the mechanics) Tariffs are effectively a tax on imports. They raise input costs for companies that rely on foreign components, reduce demand for exported goods, and change profit margins and…
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The backdrop: From rebound to euphoria Post-pandemic and resultant aggressive increase in interest rates, the general assumption was that global equities would be flat or lower. But something strange happened: markets roared back. The rebound was because of…
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