Trump started a large-scale trade war with allies and enemies. What does this mean for US equities and US yields?
Thanks for sharing Mr. Repo, amazing clarity as always!
Thanks, I appreciate it!
Great post! Let me know if I can ever invite you on my podcast to talk macro: https://www.youtube.com/@lessnoisemoresignalpodcast
Thanks. It's not possible for me to go on podcasts at the moment, but thank you for the invitation.
Thanks for sharing Mr. Repo, amazing clarity as always!
Thanks, I appreciate it!
Great post! Let me know if I can ever invite you on my podcast to talk macro: https://www.youtube.com/@lessnoisemoresignalpodcast
Thanks. It's not possible for me to go on podcasts at the moment, but thank you for the invitation.