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‘Hard Landing’ Is Passé For Pros
Fund managers are the most bullish since "Liberation Day" was just a bad idea competing with other b
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So do we still mean “landing” as in post-COVID era stimulus and QE. I think that plane ran out of gas a long time ago. Since “Liberation Day,” this is a whole new adventure, is it not?
I wonder how this will affect US exports? Personally, if there is a product that I can easily substitute for a local product, or a product from anywhere but the US, I’m going to do it. That wasn’t the case last year.