The global growth slowdown is accelerating

The big headline yesterday was 'Tariff Man crushes markets'. But I think Donald Trump aka Tariff Man was more a proximate cause of market dislocation. The real worry is slowing global growth. Markets are closed today. So, it's a good opportunity to take a breath and explain what I am seeing in the context of yesterday's news.

Tariff Man

Let's look at prox…

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