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U.S. Tariffs: A New Trade War?

By Seeking Alpha March 13, 2026 Bearish
U.S. Tariffs: A New Trade War?
The U.S. Section 301 investigation targets 16 major economies, signaling a shift to permanent, structural tariffs with broad market repercussions. Three market scenarios are outlined: expedited tariffs, prolonged negotiations with volatility, or global escalation leading to stagflation and severe asset repricing.
The U.S. Section 301 investigation targets 16 major economies, signaling a shift to permanent, structural tariffs with broad market repercussions. Three market scenarios are outlined: expedited tariffs, prolonged negotiations with volatility, or global escalation leading to stagflation and severe asset repricing.