There’s plenty going on, but I am a bit paralyzed by the looming threat of tariffs
It’s impossible to ignore the WaPo article, but get ready for a reversal, too.
US economy, Chinese yields, and what happens if we get scaled tariffs?
There is a significant policy premium in the USD and bonds. We await ratification.
Trudeau resigning is probably bullish CAD. Scaled tariffs are probably bearish USD.
Lot of strange things going on. Feels like a bit too much leverage out there.
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