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Is Policy Uncertainty the Biggest Risk to Markets Right Now?
Mike Armstrong and Marc Fandetti break down the market reaction after the Supreme Court struck down most of the Trump administration’s tariffs — only for new 15% global tariffs to be announced days later. They discuss what the shifting trade policy means for business investment, consumer prices, and economic growth in 2026.
The hour also covers growing volatility beneath the surface of the market, mounting pressure in private credit firms like Blackstone and Blue Owl, and whether continued policy uncertainty could slow hiring and capital spending in the months ahead.
The skinny
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