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The political implications of the tariffs cannot be overlooked. Market analysts often speculate about President Trump's priorities and how his administration's stance on tariffs affects public sentiment. Lee acknowledges the duality of Trump's desire for a robust U.S. economy alongside potential short-term pain that tariffs might impose.
As the market responds, the question arises whether American consumers will endure any rise in prices for essential goods, including daily items like avocados. Lee believes that consumer spending is closely tied to their feelings of financial pain. Should they experience significant cost increases, this sentiment could directly impact market confidence.