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Now, if we think about basic materials, it's a little bit more of an i

From The Long View · Jun 16, 2025

Now, if we think about basic materials, it's a little bit more of an indirect hit. This is an area where it's very exposed to the overall economy growth. And in that bear case, we do have the GDP growth slipping quite a bit, and basic materials are gonna have that amplified exposure there and sort of the secondary impact, not the direct impact of tariffs, but the slowing of the economy.

Damian Conover

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