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Trump folds, retreats after 48hours / 90days delay taunted previous day comes through >> Biggest ever risk rally...

  • Writer: Stéphan
    Stéphan
  • 3 days ago
  • 4 min read


  • What happened : 'Retreat, retreat, retreat'...Bessent threatened to resign as his bonds were getting destroyed (when basis trade is on the move it HAS to stop) and stocks for that matter (what's plan c?), and IS now the man together with GOP senators, as it should have been all along (for some reasons Trump chose lunatic Lutnick and Navarro..), Trump folded, which is 'good', the U.S wants -2- things, hurt China and get a tax through, and maker RoW chose between US and China, clear declaration of economic war with China, couldn't be more blatant

  • Markets : immediate reaction on the 90days delay (we had a taste the previous day..), biggest VIX collapse ever and biggest Equity rally ever in a nutshell... >>> plenty of 'uncertainty' remains, but market has 90 days to think about it..even after today’s flip-flop, we’re still looking at the bigliest tariffs since the 1930s.... China will flood cheap goods across the world but not in the U.S ...no need for much trade deals, relatively big benefit for Europe and RoW...!! and U.S LESS competitive therefore..MASSIVE insider trading no doubt, Lutnick was saying 2days ago 'buy TESLA shares' and yesterday Trump was tweeting 'KEEP COOL? all will be fine..astonishingly clear insider..

  • Thread : "one of the most extraordinary Truth posts of Trump's presidency" in the sheer level of gaslighting at play: he's trying to make one of the biggest and clearest humiliations in US history look like a win''

  • The United States tripled its money supply over the past two decades. That’s not some abstract economic trivia. That’s the foundational distortion that shaped every asset class, every risk model, every portfolio built since GFC/Thread below - it has to change

  • AMAZON CANCELS SOME INVENTORY ORDERS FROM CHINA AFTER TARIFFS >>> prepare for massive shortages in the U.S.

  • Justice Department scraps crypto unit as Trump further loosens oversight of digital assets, unreal!

  • But in the long run, if the US no longer wishes to be a debtor nation with huge current account deficits, and instead wants to turn this into a surplus, the we can no longer justify such huge capitalization on the US stock markets, nor can we expect such high demand for US debt

  • Australia rejects China's overture, and reopens free trade talks with EU


 


The White House, Tuesday: The President has a spine of steel that will not break.

The White House, Wednesday: Errr, it broke. We’re pausing reciprocal tariffs for 90 days.

The White House, Thursday: Gone golfing



Donovan puts it nicely : retreat retreat retreat





The truth is, until China blinks -- or Trump backs down -- this is going to be the backdrop. Not because the market is broken. But because it’s working. It’s doing its job. Pricing the regime, not just the risk >>> .......Trump as to go ! (>>> or now folded..)





This simply cannot and will not happen, otherwise Armageddon will be seen as a walk n the park





 
 
 

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