Tariff Reprieve? Uncertainty Likely to Remain Elevated
90-day tariff reprieve, but not for China
- Tariffs for most countries set to 10%, China now 145%
- 13.4% of U.S. goods imports came from China in 2024
- Net effective tariff rate now at 27%, highest since 1903
White House Policy Volatility and Uncertainty
- Tariff policies likely to change frequently, raising uncertainty and making decisions more difficult for consumers, businesses, and investors
- Uncertainty driving financial market volatility with wild swings in stock market and bond rates
CRE may be positioned as most durable investment option
- Lower volatility, positive fundamentals, recession resistance, and inflation resistance all favor CRE investment
Sources: Marcus & Millichap Research Services, S&P Dow Jones Indices
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