Will Cunliffe
The world is changing fast, dear reader, but two things remain for now: Trump tariffs and oil in the $65-$70 region.
Something is up with the financial system, and this means the dollar. Even the downtrodden yen and pound have gained against the formerly might USD. Concerns are being raised in many circles about the stability of the US, and this hits the US as an investable country as over 25% of its debt needs refinancing in the next 12 months.
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