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On the Mark: Tariffs 2.0
Key Takeaways o President Trump’s widely telegraphed tariff policies caught global markets by surprise. o Tariffs have the potential to lower economic growth and increase inflation, but distinguishing between noise and actual implementation details is crucial as...
On the Mark: 2025 Outlook
Key Takeaways o We expect the two key themes from 2024 –above-average growth and above-target inflation – to continue into 2025. o Trump 2.0 policies have the potential to add incrementally to higher economic growth, but also incrementally to higher inflation. o While...
On the Mark: There’s a Hole in My Bucket
Key Takeaways o Inflation has fallen dramatically over the last couple of years. o However, it is important to remember that inflation measures change in price, not level of price. o Because inflation was so high in 2022, many households continue to struggle with...