Tag: Federal Reserve Policy
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Trump’s 15% Global Tariff Shock: What It Means for Inflation, the Fed, and Markets in 2026
President Trump has raised the global tariff rate to 15% using Section 122 of the Trade Act of 1974. This breakdown examines the temporary 150-day tariff window, potential legal challenges, trade exemptions, supply chain leverage, and the broader macroeconomic impact. We also explore how a reduced effective tariff rate may influence inflation expectations, corporate margins,… Read more
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Consumer Confidence Just Hit Its Lowest Level Since 2014
Consumer confidence just sent a warning signal. The Conference Board’s index fell sharply in early January 2026, with future expectations dropping to levels historically associated with higher recession risk. When confidence breaks, consumer behavior tends to follow — and that matters for markets. Read more