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GeoMacro Outside the Beltway

Liberation Day 2.0

Matt Gertken, Head of GeoMacro Yushu Ma, Strategist Jesse Anak Kuri, Strategist
Cyclical Trends Tactical Risks & Opportunities US Election
Published on

President Trump is raising tariffs again, now through 2027 – and more countries will retaliate this time. While markets can climb over “Liberation Day 2.0,” investors should be wary of today's aggressive policies engendering drastic policy change in 2028.

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Topics

US Election
Policy

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