Tariffs 2.0: KIM Market Flash Commentary Download
After two months of stop-and-start tariff announcements, on April 2, 2025, the President announced a major change in U.S. trade policy: a new 10% baseline tariff on nearly all imported goods. While there are many more details in the announcement, the new policy marks a significant departure from previous, long-standing trade policy. While the administration says it’s open to negotiating, the structure of these new tariffs makes it tougher for trade tensions to cool down quickly. And while the long-term goal is to strengthen the U.S. economy, in the short term this policy could mean potentially higher prices for consumers and slower economic growth. But what does this mean for your portfolio?
To see the full Market Flash Commentary (Client-approved), download here.
