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Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.
Your peace of mind is our top priority. Clients of The Arnautovitch Group get exclusive access to Arnau Weekly, a market update from our team, always written with your portfolio in mind.
I really like the Weekly Commentary email. It seems only natural that my advisor would keep me informed of his thoughts on the market.
– Robert Denis, client since 2016
