The US – and the world – seems to have turned the page on tariffs. It now seems likely that total tariffs on US imports will settle between 14-17%: somewhere between 10-30% on China, 10% "reciprocal" tariffs on the rest of the world, and some sectoral tariffs (with exemptions). This is not a small rise relative to the start of the year. But it is a far cry from the situation just a week ago, when there was a virtual trade embargo between the world's two largest economies. It's time for investors to turn the ...