U.S. & China Tariffs "Not Going Away:" Long-Term Picture of Tariff Impact

A 90-day tariff pause between the U.S. and China takes away the worst-case scenario of global impact, but Thierry Wizman notes other long-term concerns investors should keep on the radar. He doesn't see China adjusting its policy to all requests the U.S. makes. On recession risks, Thierry points to underlying weaknesses in the American consumer remaining sticky for years to come.

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