Fool Me Once… By Bas van Geffen, Rabobank Senior Macro Strategist The US-China trade war is flaring up again, and the US government is still shutdown. But it’s also earnings season and we have AI deals, so stocks are going higher. How long will that last? And if the S&P 500 suddenly does become sensitive to the unravelling of international relations and global trade, who caves first? According to Treasury Secretary Bessent, it won’t be the US government. They will not negotiate with China, just because the stock market is going down. That’s easy to say when markets are still… — Continue at ZeroHedge News : Read More
