The View from 5th Avenue

The View from 5th Avenue – 6 March 2025

As the new administration in Washington plans its global rearrangements, Newton’s Third Law of Motion has kicked in to counter the trade/ policy forces being discussed. Caught in the middle are the US markets. Tariffs, whether they are occurring or not, continue to play a major role in directions, with today being no different. Instead of providing a timeline of them for today, the quick recap is that the US has paused tariffs on Canada and Mexico USMCA trade until April 2nd. Unlike yesterday,…

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