The last three months provided three years’ worth of news, and judging by early April, it looks like this pace will continue. Tariff policy and the impacts on the global economy and financial markets have been shifting rapidly, sometimes on a weekly or even daily basis. Given the current speed of information, this note could be stale before you even have a chance to hear it. We apologize for that in advance.
We realize that a less predictable world can feel stressfu