Trade War Redux

2025-07-13 11:30:00 ET

Real Estate Weekly Outlook

U.S. equity markets retreated from record highs this week after the White House - exuding confidence after the tax bill passage, record-high stock prices, and a surprising budget surplus - reignited its tariff offensive with a wave of aggressive levies and additional punitive threats. While inflation data has indicated that the 10% universal tariff level was efficiently absorbed and perhaps even deflationary in its net effects, the pivot back towards Liberation Day tariff levels and the reigniting of the retributive tenor of negotiations have raised concern that the fragile pendulum of inflationary offsets that has kept overall inflation in-check may be pushed beyond its reasonable limits....

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