'Relatively Certain' U.S. Tariffs Will Go Up, Medley Global Says

The video discusses the impact of tariffs on global markets, highlighting underperformance in stocks with high exposure to China. It examines the yield curve inversion as an economic signal and the potential effects on the US consumer. The discussion also covers trade policy shifts, including production diversion from China and potential retaliation measures.

In what ways could the three-month 10-year spread signal economic conditions?

What are the expected consequences if the tariffs persist?