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Posted by
Two Blokes Jul 21 -
Filed in
General
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#TwoBlokesTrading
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7 views
Tariff policy remains a dominant macro risk for H2 2025, with new August 1 tariffs likely to drive further volatility and inflation uncertainty. Recent CPI data shows early signs of tariffs impacting consumer prices, especially in tariff-sensitive goods like furniture, toys, and apparel.