Headwind: Tariff Authority Overturned
- Presidential tariff powers permanently curtailed, requiring slower Congressional paths
- Trade litigation delays reinstatement by 2-3 years beyond consensus expectations
- Retaliatory risks from partners amplify supply chain frictions over time
- USD weakens more than expected due to perceived US policy incoherence
About this Frame: A Frame is a way to think about how the world could unfold — not a prediction.
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