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Good morning 🌞(ironic v/c it is pretty cloudy/rainy in #HongKong đź‡đź‡°. Overnight, we got:
a) Markets jolted by high JOLTS 🧀, I know I know...
b) Mexico 🇲🇽 patrolling the southern borders & considering “third safe” country if won’t work
c) Trump said more tariffs on China ready...
a) Markets jolted by high JOLTS 🧀, I know I know...
b) Mexico 🇲🇽 patrolling the southern borders & considering “third safe” country if won’t work
c) Trump said more tariffs on China ready...
The Mexico tariff was likely used for 2020 & targeted to define Trump vs Democrats in the border issue, as in he cares about the borders. Re China & last tranche of tariffs, don’t think Trump’ll raise in 2019 b/c mostly consumer goods vs the existing ones (mostly intermediates).
Again, method of Mexico tariff was abrupt & Mexico believed it as he actually slapped tariffs on China & Mexico realised that some law & order needed on its side as well, esp w/ opps of investment re US China tariff arbitrage. Mexico took the rational choice. What about China?
