Navigating Tariffs, Volatility, and a Slowing Economy

Published on April 8, 2025

The markets face a challenging path as tariff policies intensify economic uncertainty, yet opportunities persist for discerning investors.

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Tariffs, the Economy, and Stocks

April 8, 2025
The Federal Reserve started raising short-term interest rates three years ago and the M2 measure of the money supply – what Milton Friedman said to focus on – soon started declining, hitting bottom in late 2023.

The Price of Protectionism - Tariffs Toll On Growth

April 8, 2025
We reexamine our macroeconomic outlook in light of newly announced tariffs, which have exceeded market expectations and prompted us to update our assumptions and analysis.