“Estimates are for tariff impacts to be between 15%-20%” as deals start to come through, up from around 1%-3%, explains Brian Krawez. This puts the Fed in a difficult decision because it’s uncertain how that will ripple through the economy. He thinks the U.S. dollar is “telling a story” right now and discusses “problematic” international economic changes. Brian is looking for quality value companies, including Hershey (HSY), and companies with pricing power like McKesson (MCK).