Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?

Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up in the economy, if they show up at all. Now, imagine the plight of executives leading consumer-focused companies. 

Spending behavior shows buyers are becoming hesitant as they note higher prices due to trade-driven uncertainty, making it harder for executives to expand margins and increase volumes. That’s the new world order of 2025, where c...

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