After this webcast was recorded, a court ruling blocking a significant fraction of U.S. tariffs was announced. This complicates the tariff outlook, but likely doesn’t change the medium-term trajectory as the ruling may yet be overruled and the White House has other means to implement tariffs. In this session, you’ll gain a nuanced understanding of: The ongoing presence of sizeable U.S. tariffs and their lasting impact The outlook for the U.S. economy, with no outright recession expected The recent U.S. budget bill and its potential impacts if passed A revived stock market and what it signals for investors Stay informed on these pivotal topics and explore a wealth of additional economic insights in Eric’s latest webcast.