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Further thoughts on US tariffs on Switzerland

With Swiss President Karin Keller-Sutter in the US trying to head off the 39% tariff, this note answers some key questions on the topic. Overall, we think Switzerland has limited room to offer concessions to the US and may well have to accept a less favourable deal than the EU and UK. If so, tariffs will weigh somewhat on the economy and will further encourage the SNB to use negative rates.

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