Sometimes you just have to laugh. The Tariff Judgement against Trump raises elevated Chaotic Tantrum risks in Treasuries, while markets fear what wobbles in private credit might conceal. Everything in markets are connected – when something cracks in credit, someone somewhere else will start screaming!
The US just took another step towards the end of the Age of American Exceptionalism. It will have major consequences on markets and geopolitics. The West has limited time to prepare for some profound changes.
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