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What Global Fund Managers Expect on the Stock Market, Fed and Recession in 2025: 'Long stocks, Short Everything Else'

The article from Inc. discusses the potential economic impacts of former President Donald Trump's proposed trade policies, particularly focusing on his suggestion of a 10% tariff on all imports and a 60% tariff on Chinese goods. These policies could lead to significant market disruptions, potentially sparking trade wars and increasing inflation. The article highlights concerns from market analysts and investors about the implications of these tariffs, including higher costs for consumers, retaliatory measures from other countries, and a possible shift in global trade dynamics. It also touches on the broader economic context, mentioning the Federal Reserve's role in managing inflation and the potential for these tariffs to complicate monetary policy decisions. The piece concludes by noting that while some investors might see opportunities in sectors less affected by tariffs, the overall market sentiment leans towards caution due to the unpredictability and potential negative economic fallout from such aggressive trade policies.

Read the Full Inc Article at:
[ https://www.inc.com/phil-rosen/stock-market-outlook-trump-deepseek-tariffs-trade-wars-economy-fed-inflation-2/91149069 ]