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The 2.7% Warning Shot
August tariffs haven't even hit yet
10 hrs ago
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The 2.7% Warning Shot
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China Isn't Playing The Same Game Anymore
...And the West still doesn't get it.
19 hrs ago
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China Isn't Playing The Same Game Anymore
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Weaponized Supply Chains
Forget missiles. Think magnets. This is China’s silent war on the West.
Jul 14
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Weaponized Supply Chains
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Friendship Tax: 30%
Trump gives EU and Mexico one option: move production, or be erased.
Jul 13
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Friendship Tax: 30%
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America’s Economic Sugar Rush
Stimulus Today, Cuts Tomorrow, Crisis by 2028
Jul 12
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America’s Economic Sugar Rush
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August 1 Will Break Something
It just won’t be the countries you think
Jul 10
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August 1 Will Break Something
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Welcome to the Post-Fiscal Britain
More Debt. Less Growth. No Excuses Left.
Jul 9
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Welcome to the Post-Fiscal Britain
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Taxed Like a Threat, Treated Like a Need
50% tariff on copper the U.S. can’t stop importing
Jul 8
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Taxed Like a Threat, Treated Like a Need
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Fiscal Rules, Political Limits
UK strategy is boxed in from both ends
Jul 3
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Fiscal Rules, Political Limits
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Powell Says It Plain: No Tariffs, We Cut
Meeting-by-meeting strategy born from tariff uncertainty
Jul 1
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Powell Says It Plain: No Tariffs, We Cut
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June 2025
From Powell to Puppet
Trump’s next chair could turn monetary policy into a circus
Jun 28
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From Powell to Puppet
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Slower, Stickier, Stuck.
Growth fades, inflation lingers, Fed waits.
Jun 26
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Slower, Stickier, Stuck.
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