In this month's webcast, the focus is on tariffs and the ability of the U.S. economy to hold steady despite emerging challenges – including inflation and slowing growth. While risks remain, the outlook suggests resilience, creating both opportunities and considerations for investors. Key takeaways: Tariffs are having a milder impact than expected, but certain sectors and households are feeling the pinch. Investors need to proceed with caution, while keeping an eye on potential policy changes or court rulings that could reshape the tariff landscape. Inflation is rising modestly in the U.S., while growth is slowing. For investors, this suggests a cautiously optimistic outlook with potential opportunities in technology and defense. U.S. policy shifts, including interest rate cuts, add a layer of complexity for investors. Investors need to keep an eye on changes that could impact market dynamics and corporate performance. Join us to uncover the risks and opportunities in this evolving economic landscape.