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Awesome so do we get another market crash in 90 days? This is fun.
Everyone’s coming to the realization that this whole tariff news cycle is the opening salvo in a full-on trade war with China and, well, that’s pretty f*cking scary.
My god… 10yr 4.5% Yields going vertical. https://t.co/dF4wsMuRj8
This entire trade saga is Trump drawing the battle line between the US and China and telling the rest of the world you’re either with us or against us.
I’ll spell it out explicitly one last time. Everyone thinks Trump wants balanced trade. He does not. He wants to force allies to stop trading with China. Completely. Zero inbound supply. Because it’s not just because of American jobs. It’s a proactive move to slow down
