Weekend Digest #305 (Tariffs, U.S. And Mexican Air Traffic, Sell CRL Buy BRKR)
Tariffs, tourism, and a trade.
Summary
I read Stephen Miran's paper on reworking global trade. Here's his conclusions and how it is impacting the Trump team's tariff proposals.
Regardless of how the current tariff standoff plays out, a broader pushback against globalization is under way and won't be reversed in the near-term.
U.S. air traffic arrivals plunge in recent weeks. This is (sl…
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