Last week was Spring Break for us so no issue this week but we’ll be back to our usual weekly schedule next week.
In the meantime, if you want to try to make sense of the administration’s policies this podcast from Geopolitical Futures does as good of a job as I have heard.
We’ve been thinking about the US imperatives that are driving the chaotic policies coming out of Washington and it seems like most market pundits are solely focusing on the near-term negative impact on growth and inflation and largely ignoring the benefit that the US derives from this: increased security, in the form of less dependence on foreign countries. Paying this price with the US equity market at all-time highs is a different, and interesting framing for what we have seen recently.
Good Luck out there!