Tariff policies continue to present underlying economic challenges that merit attention. While the immediate impact timeline remains uncertain, the structural pressures are real—tariffs tend to drive up costs across supply chains and maintain upward pressure on inflation over extended periods. This uncertainty around the implementation schedule adds another layer of complexity for market participants trying to price in these economic headwinds. As these dynamics unfold, investors monitoring inflation trends and policy developments should factor in the persistent cost-push effects that tariff regimes typically create in the broader economy.

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