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President Trump’s “liberation day” tariff announcement has been anything but liberating for investors.
The optimism among U.S. investors that greeted Trump’s election has been completely unwound.
Policymakers riff on tariffs.
Although we are still in the early days of 2025, investors are already facing increasing challenges.
Uncertainty in capital markets is running rampant and putting U.S. stocks on the defensive.
Global equity markets, as measured by the MSCI ACWI Index, lost ground in February.