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RoundUp+: Retail hits the Tariff Wall

July 11, 2025

Below is my weekly video for members of Macke's Retail Roundup.

Stocks ending a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia). 

I've got a breakdown of the cross-currents as the market settles in for a long, hot summer in this week's strategy session!


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