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The Trump tariff "step-downs" may have taken the edge off of the worst-case trade war scenarios. Between the Treasury Bessent floating interventionist tools (including the "not-so-subtle nod to buybacks) and Waller softening up the Federal Reserve tone, there's a clear effort to engineer a sentiment

For much of the 20th and 21st centuries, the United States has enjoyed a unique position of financial dominance over the rest of the world. This is what's called "U.S. exceptionalism," implied by the phrase itself, but not only superior economic performance, but also structural

The market absolutely collapsed in the past 30 days. I don't have to do a recap on this. I assume you know what happened. But just a quick rundown, anyway. President Trump’s new tariff announcement was more aggressive than expected, with headline rates jumping as high as