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Posted: 2025-04-15 20:57:43 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-04-15 20:58:34 UTC
Verified By
Rollup News
Howard Marks warns that tariffs are changing the global economic landscape, leading to deglobalization and inflation. He suggests that companies with pricing power and regional operations will thrive, while those reliant on imports and global supply chains will struggle. He also notes that the market isn't pricing in this shift, and policy intervention could increase volatility.
Globalization is ending, leading to deglobalization and inflation.
Tariffs are a symptom of deeper global economic fractures.
Pricing power is crucial for survival in this new regime.
Policy intervention will increase market volatility.
Rising input costs
Slower supply chains
Increased price volatility
Policy risk