🇺🇸🚢🇨🇳😱Cloak & Dagger Weekly Briefing 00:00 Tariffs and US impact 07:20 China/Taiwan 12:30 Stocks, Debt, Gold 21:30 Fed & US Markets Live Monitor

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@amlivemon Good stuff. Albert has to come to the Candy Store this summer. Free dinner at Black Pearl or drinks at Pier 41 North; we can hang with all the Romanian hostesses. Lolz.

@amlivemon At about one minute in, Albert says "debtors" but I think he meant "buyers." Need buyers to drive down long-term yields, yes? Need clarification if that's not correct. Thanks.

@amlivemon Yes.

@amlivemon I think keep calling tariffs "reciprocal" and repeting Trump propaganda points is intellectually dishonest when, by now, everyone knows they were calculated as (trade deficit / imports). I expect more from you both

@amlivemon Once again well done, a good relief from the usual doom and gloom being spouted by some

@amlivemon Thank you

@amlivemon “They already have that shit..” - @amlivemon 😂😂😂😂

@amlivemon Yep. Albert knows.

@amlivemon I think the biggest thing you haven’t specifically addressed regarding inflation (getting rates down as a result) is the housing bubble. Pop that and inflation (measured by CPI is ~ 40% housing) plummets. Any insight on how Bessent is addressing the housing market?