In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs since 1900.��
Over the past few years, real estate investors have constantly discussed the ���death of retail��� - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled.
How plan sponsors are finding greater success with plan design
This is a trend that has already begun this year, with major EM central banks already enacting rate cuts, or at least postponing planned rate hikes.
When a central bank moves interest rates there are three transmissions mechanisms between how rate movements directly influence the real economy.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
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