Tariff Fears are Rattling the Market. Here’s What 100 Years of Data: About What Happens Next.

Tariffs have been a hot-button topic for both businesses and consumers over the last year. Now that tariff refunds are starting to roll out for importers, some investors are concerned that the U.S. could end up paying more for the refunds than it collects in tariff revenue

Tariffs have been a hot-button topic for both businesses and consumers over the last year.

Now that tariff refunds are starting to roll out for importers, some investors are concerned that the U.S. could end up paying more for the refunds than it collects in tariff revenue — potentially complicating economic growth

Regardless of how the tariff situation unfolds, confusion and uncertainty aren’t generally great for investor optimism. Here’s what history says about what might be coming next. Is a recession coming in 2026?

Nobody can say exactly what the market or economy will do in the coming months, especially when new government policies could change that trajectory on a dime. That said, even if the U.S. does enter a recession in the coming year or so, history has promising news for investors. Over the past century, the stock market has faced severe recessions, bear markets, crashes, and corrections, yet it’s thrived despite them all.

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