Tariff effects always were going to be delayed... stagflation or deflation? If the thesis of this well thought out analytical string is correct, no tariff effects will have washed up…
Trump appears to be using a 1970s, or worse, 1930s playbook; and those playbooks did not work even though the US had a large industrial base at those times [edit]…
Trump throws Spanners and Monkey Wrenches into the works with abandon, stock market plays along Are we having fun yet? Tariff on, tariff off. Wax on, wax off. Trump says…
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[edit] Well, apparently the stock market's desire to fill the short-term gaps outweighs the pre-market hype. So the good news is that the current portfolio balance remains in effect. Should'a…
It has in the past been "the financial crisis", "the Euro crisis", "Greek debt", "Italian banks", "the fiscal cliff", "Brexit" and so on. Every one of those events an extension…