Comment / Ever thought about the tariff grief cycle?

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I haven’t.

But luckily, and quickly here, look: recent economic research from Allianz went through the “five stages of (tariff) grief” as well as other very compelling aspects for us, including stagflation risk for the Federal Reserve – today we’ll learn more about the speed of Fed funds cuts in the near future – and the climate cost of defence spending.

Let’s focus 100% on tariffs and related key takeaways: according to Allianz economists, there are several bullet points to think about ...