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As geopolitical blocs harden and policy regimes diverge, investors are navigating a new era of capital realignment, currency risk, and structural uncertainty.
By Marcus Hale / May 15, 2026 / 12 min read / 23 comments
The strongest point here is that trade policy cannot be measured only by the first-order target. Downstream costs matter.
Tariffs may be imperfect, but leverage has to come from somewhere. The real question is how temporary they are.
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