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Ian's avatar

Excellent as always, Samantha.👍

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David C Reutter's avatar

SB just said we will never default on our debt. You don't say things like that. and let's give China some credit, Bernanke shoved a load of sterilized 30Y on them, as reserves, then Trump promised ONCE before to take it back. They were remarkably calm, but they hate weakness, and my guess is in resolve they will accept ONLY dollars in payment and remit them directly to their sellers and take off all (or most) capital controls. The ball then is in our court, to ban foreign investment. Trump tariffs steel then allows Japan to buy X? Stock up 30% on the news, is that inflationary? So Central LA RE could become Palo Alto.

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