#CNBC Tariffs, taxes and AI power plans dominate outlook after the State of the Union

Tariffs, taxes and AI power plans dominate outlook after the State of the Union
MarK Andersen, Co-Head of Asset Allocation at UBS Global Wealth Management, and Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, say tariffs will persist, income tax cuts need Congress, and AI-driven power demand will shape markets.

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