The World shifted over the weekend. Trump’s 100% China Tariff threat was a snap reaction to the reality is China is now the key power in global trade, and holds most of the cards. There are significant risks ahead, not the least being the AI bubble popping – which would kill US sentiment as the whole stock market edifice will trumble.
Markets and the global economy are subject to how the world is changing – get used to it. Trump is not the cause – he just one symptom of how geopolitics, politics and technology are all undergoing periodic change.
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