It feels a little like summer has arrived early this year and sadly, I’m not referring to the weather (which, btw, has been putrid in NYC). There’s a sense of complacency in the marketplace and a notable lack of action, as well as ambivalence around tariffs that portend the potential for threats to come. This is especially a risk as Trump was asked about the “TACO Trade” today (‘Trump Always Chickens Out’ to the uninitiated) and he was quite offended, calling the question “nasty.” That was the…
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