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Schwab Network

TGT, Tariff Relief and the Enduring Strength of the American Consumer

6 min20 augusti 2026

Greg Halter of Carnegie Investment Council discusses how tariff refunds are helping boost corporate profits, pointing to Target (TGT) as an example. He also highlights the strength of the U.S. consumer, particularly baby boomers, and explains why geopolitical headlines often have less impact on long-term market performance than investors think.


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