Robert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment
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Robert Kahn: Tariffs continue to drive US market volatility, the shift towards industrial policy will reshape economics, and gas prices are key to voter sentiment | Macro Voices Tariffs continue to play a significant role in US economic policy, contributing to market volatility. Despite high tariffs, the US economy has demonstrated resilience and adaptability. A three-tier tariff structure is expected to stabilize, reducing volatility in the market. Key takeaways Tariffs continue to play a significant role in US economic policy, contributing to market volatility. Despite high tariffs, the US economy has demonstrated resilience and adaptability. A three-tier tariff structure is expected to stabilize, reducing volatility in the market. The US administration is shifting towards industrial policy, moving away from reliance solely on tariffs. Industrial policy and government intervention are anticipated to be major economic themes by 2026. The affordability debate, driven by rising costs, will be central to the upcoming midterm elections. Gas prices are a critical factor in public perception of economic affordability. There is a high probability that the House of Representatives will shift to Democratic control in the midterms. Kevin Hassett may face challenges in aligning the Federal Reserve’s policies with the administration’s goals. The Federal Reserve chair requires majority support from voting members to implement policies. The political landscape is shifting, with industrial policy gaining prominence over traditional tariff strategies. Voter frustration with rising living costs is expected to influence election outcomes. Guest intro Robert Kahn is Director of Global Strategy at Eurasia Group. He previously served as head of the Office of Industrial Nations at the US Treasury and as a senior strategist at Moore Capital Management. His expertise spans macroeconomic policy, sanctions, and global crisis resolution. The ongoing impact of tariffs on the US economy Tariffs remain a significant source of volatility in the…
Filed under: News - @ February 15, 2026 12:25 am